Sandstone Wealth Management, the investment program of Geneva, Nebraska-based Heartland Bank, has joined LPL’s Institution Services platform. The program’s two advisers and two assistants, who oversee $300 million in assets, had been affiliated with Raymond James and Royal Alliance. Sandstone, ...

Long a recruiting powerhouse for advisers who work as independent contractors, LPL Financial is putting its money where its mouth is when it comes to its new effort to hire employee financial advisers. LPL’s recruiting deal for employee advisers has ...

David Crossan and John Stephens Jr. , who collectively managed $305 million at Wells Fargo Advisors, have teamed up and gone independent through affiliation with LPL Financial. In launching Shoreline Wealth Management, which has offices in the New Jersey shore ...

John Vande Bossche and his team at Vande Bossche Financial Planning and Wealth Management, who oversaw $380 million at Northwestern Mutual, have affiliated with LPL Financial and will use the firm’s corporate registered investment adviser and custodial platforms. Vande Bossche ...

Francis Ciocari, who managed $300 million at Morgan Stanley in Blue Bell, Pennsylvania, has gone independent and affiliated with LPL Financial through Gladstone Wealth Partners, an office of supervisory jurisdiction for the firm. He will be opening an office for ...

Continuing its strong recruiting year, LPL Financial on Tuesday morning said it had recruited a $400 million team that had spent the last eight years registered with Voya Financial Advisors Inc., which was recently bought by Cetera Financial Group. LPL ...

TBT Financial Services, a six-adviser team managing $625 million, switched its affiliation and corporate registered investment adviser custodial platform to LPL Financial from Raymond James. The TBT team, which is based in Longview and Tyler, Texas, includes financial advisers Jerry ...

Allison Taylor, who managed $295 million at Wells Fargo Advisors, has affiliated with LPL Financial. The Taylor Wealth Management team includes Taylor’s daughter, Jordan McDole, who serves as the firm’s operations manager, and Kaitlyn Chuong, the client relationship manager. The ...

Advisers Jason Sherr and Merrick Nguyen, who managed $235 million at Wells Fargo Advisors, have launched StrateFi Wealth Management and affiliated with LPL Financial through its service for breakaway brokers. The service supports and independent firm launch and then ongoing ...

After recently revamping their efforts to target wirehouse financial advisers, LPL Financial and Commonwealth Financial Network appear to be gaining traction with the group, which is made up of the most sought after and profitable advisers in the financial advice ...