The addition of Prudential Financial and Atria Wealth Solutions helped boost LPL's advisor headcount to a record of nearly 29 ...

We know the need is going to be long-standing, and it’s going to be immense,” said one Los Angeles-based advisor.

Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

AlphaCore Wealth Advisory is strengthening its home state advantage as it merges with a fellow California-based RIA firm. On ...

The broker-dealer titan is expanding its footprint in the West Coast with a veteran-founded high-net-worth practice.