LPL Financial has been recognized by Newsweek as a “Most Responsible Company” for 2023, the third time it has received that recognition.
Approximately 2,000 publicly traded companies were reviewed for the Newsweek ranking, and only those that had published a corporate sustainability report were considered, LPL said in a press release Wednesday.
An analysis of publicly available performance data in the environmental, social and corporate governance categories determined the winners. Responses to a survey of 11,000 U.S. citizens about their perceptions of the companies related to corporate social responsibility also played a role in producing the final ranking.
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
NFP data shows an engagement gap is holding back retirement readiness despite high trust.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
