Prudential Financial (PRU) retail arm Prudential Advisors and LPL Financial Holdings (LPLA) finalized the launch of their strategic relationship, first announced in August 2023. Following the transition of Prudential’s retail
Prudential Financial (PRU) retail arm Prudential Advisors and LPL Financial Holdings (LPLA) finalized the launch of their strategic relationship, first announced in August 2023. Following the transition of Prudential’s retail
Stephen Mandel’s Lone Pine Capital disclosed las night in an SEC filing its holdings as of September 30, 2024. The fund’s new buys during the third quarter included, by size
Third Point LLC disclosed in an SEC filing its holdings as of September 30, 2024. Third Point’s new buys during the third quarter included, by size of position, Brookfield (BN),
LPL Financial (LPLA) LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in
LPL Financial (LPLA) announced Ryan Kirby, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors. Kirby and Alvarez reported serving