Atx Financial Planning LLC is a national financial advisory firm headquartered in Austin, TX. The firm has $107.7 million under management and employs 2.The firm caters to 146 clients of varying types ...

LPL Financial LLC lifted its holdings in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Free Report) by 5.7% in the fourth quarter, HoldingsChannel reports. The fund owned 167,858 shares of the ...

Fidelity Investments, one of the largest financial institutions globally, has revolutionized retirement savings by allowing ...

LPL Financial LLC lifted its stake in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) ...

The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast ...

Small investors piled into many of their favorite assets, including Nvidia Corp. and the exchange-traded fund Vanguard S&P 500 ETF, as they bet that the market’s latest tumble will provide another ...

Farhad Firoozi joined Wells on Tuesday, a spokesperson for the bank confirmed. Firoozi replaces Brendan Krebs, who left for PNC Investments in November. The role since Krebs' departure had been ...

The Personal Finance Reddit community offers guidance on lowering IRA account transfer fees. Here's what they said.

Commonwealth Financial Network, one of the country's largest broker-dealers, has won the reversal of $93 million enforcement action brought against it by the Securities and Exchange Commission over ...

LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on ...

Clients of the brokerage firm have increasingly voiced interest in a tax-advantaged way to trade and hold crypto, a person ...

LPL Financial LLC announced today that eight financial advisors with Horizon Capital Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms.