Moves
LPL Picks Up $1.1 Billion Team From Wells Fargo
Alpharetta, Georgia-Based Praxis Financial Partners Joins LPL’s Broker-Dealer And RIA Platform
Summary as published by Wealth Solutions Report
More on LPL Financial
LPL Financial hub →InvestmentNews · Oct 6, 6:36 AM ET
Advisor moves: LPL lands $1.1B Georgia team as Wells Fargo loses and winsWealthManagement.com · Oct 5, 3:07 PM ET
LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetRIABiz · Sep 17, 10:58 PM ET
Ritik Malhotra sells not-for-sale Savvy stake for $100 million after Utah Jazz owner showed up big for his LPL-disruption-by-AI play -- and Mark Casady re-upped at the new price as well
More on Wells Fargo
Wells Fargo hub →InvestmentNews · Oct 6, 6:36 AM ET
Advisor moves: LPL lands $1.1B Georgia team as Wells Fargo loses and winsWealthManagement.com · Oct 5, 3:07 PM ET
LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetInvestmentNews · Oct 5, 9:10 AM ET
Advisor moves: Merrill nabs Morgan Stanley, Wells Fargo teams overseeing $770M
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