LPL Financial Holdings’ recent updates show May 2026 client assets rising alongside a higher share of advisory assets, while the firm continues to add advisors and teams such as Spectrum Wealth ...
LPL Financial LLC has announced that Prestige Wealth Group (PWG), led by partners Rich Galgano, CFP®, and Matt Geraci, CFP®, has joined its broker-dealer, RIA, and custodial platforms, bringing ...