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  2. Prudential Financial Completes Integration with LPL Financial ...

    lite.aol.com/tech/story/0022/20241118/9275549.htm

    Following the transition of Prudential’s retail broker-dealer and registered investment advisory services and operations to LPL Enterprise LLC, an affiliate of LPL Financial Holdings Inc., LPL now supports more than 2,800 Prudential Advisors financial advisors — that has grown from approximately 2,600 during the past year — who ...

  3. LPL Financial Reports Monthly Activity for November 2024

    lite.aol.com/tech/story/0022/20241217/9320585.htm

    Total organic net new assets for November were $34.2 billion, translating to a 25.9% annualized growth rate. This included $26.3 billion of assets from Prudential Advisors (“Prudential”) that onboarded in November, and $0.6 billion of assets that off-boarded as part of the previously disclosed planned separation from misaligned large OSJs.

  4. LPL Financial Welcomes Academy Financial and PFG Advisors

    lite.aol.com/tech/story/0022/20240821/9218319.htm

    About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 23,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 ...

  5. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]

  6. Jackson National Life - Wikipedia

    en.wikipedia.org/wiki/Jackson_National_Life

    Jackson subsidiaries and affiliates provide specialized asset management and retail brokerage services. Prior to being spun off in 2021, Jackson was a subsidiary of the British insurer, Prudential plc, which acquired the company for $608 million in 1986. [2] The company is unrelated to the American insurance conglomerate, Prudential Financial.

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  8. Million Dollar Round Table - Wikipedia

    en.wikipedia.org/wiki/Million_Dollar_Round_Table

    Logo of the Million Dollar Round Table. The Million Dollar Round Table (MDRT) is a trade association formed in 1927 to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. [1]

  9. The rise of robo-advisors: How these smart platforms work to ...

    www.aol.com/finance/automate-investing-robo...

    However, robo-advisors lack the personalized touch you’d get with a human financial advisor. This also means you typically won’t work with a dedicated advisor who knows your personal financial ...

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