Displaying 5 results
LPL payout inches up as revenue per adviser dips
'Tis the season? LPL points to 'seasonality' to explain the slight bump in the rate of adviser pay in Q2.
Virginia credit union program exits CUNA for Ameriprise
The five-adviser, $335 million unit rebrands as VACU Investment Group.
Cetera wins $59 million program at Kentucky credit union
Abound Credit Union was formerly affiliated with CUNA Brokerage Services.
Credit union managing $245 million goes to Raymond James
A solo adviser, along with seven staff members, runs the First Community Credit Union program in Houston, which had been affiliated with CUNA Brokerage Services.
LPL signs on $36 billion insurance company B-D as clearing client
CUNA Brokerage Services agreed to become a clearing and custody client at LPL. The firm has $36 billion in assets and close to 550 advisers who work at credit unions.
