The Fidelity Municipal Bond Opportunities ETF (FMUB) and the Fidelity Systematic Municipal Bond Index ETF (FMUN) are converted mutual funds that have become the first municipal bond ETFs in the firm's ...

Responding to a call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center (RLC) addressed a question concerning the difference between a retirement plan’s ...

In 2008, he launched Trimp Wealth Management with the goal of helping his clients achieve their financial objectives through education, strategic planning and a commitment to their success. Jack ...

LPL Financial (LPLA) announced that father and son financial advisors Patrick Trimp and Jack Trimp of Trimp Wealth Management have joined LPL ...

The firms have separately and strategically brought on LPL and Fidelity veterans to drive growth, deepen advisor support, and ...

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 ...

LPL Financial said it would acquire Commonwealth Financial Network, a privately owned wealth management company with about ...

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 ...

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

The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 billion of brokerage and advisory assets.