Wurm and Frye joined the financial services industry in 1997, registering with IDS Life Insurance Co., and together moved through several firms, including Prudential Securities, LPL Financial and ...

LPL Financial's major acquisitions produced a sizable boost in the firm's advisor force and assets during the fourth quarter of 2024, though the firm's net income slipped on a year-over-year basis.

Cracchiolo and Reilly's comments echo those made by Stifel Financial Chief Executive Officer Ron Kruszewski during Stifel's earnings call on Wednesday. Kruszewski characterized the recruiting ...

After one wirehouse, Merrill Lynch, last August introduced a report showing advisors the potential tax savings clients could achieve in daily dollar terms by using tax-loss-harvesting services, daily ...