LPL Adds $4.6B Lincoln Team, $705M Merrill Duo
By Janet LevauxPilot Financial of North Carolina moves with 105 advisors, while the ex-wirehouse duo is based in Oklahoma.
May 02, 2024
Debate: Was the FTC Right to Ban Non-Compete Agreements?The prohibition will affect about 30 million American workers subject to the contracts, according to the agency.
April 25, 2024
Chamber of Commerce Sues to Block FTC's Non-Compete BanThe move follows the FTC's vote on Tuesday to issue a final rule banning non-competes provisions in nearly all cases.
April 23, 2024
FTC Bans Worker Non-Compete RulesExisting non-competes for executives earning over $151,164 a year in a "policy making position" can stay in place.
April 22, 2024
LPL Nabs $820M Merrill Team in TexasHeritage Private Wealth in Midland is the 43rd group to join LPL's Strategic Wealth Services channel.
April 19, 2024
Merrill Adds $3.5B Team in FloridaThe 12-person group joins from JPMorgan Wealth Management through that bank's purchase of First Republic.
April 03, 2024
7 Tips for Advisors Planning to Break AwayThe growing independent RIA space includes both entrepreneurial younger advisors and those within sight of retirement.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.