Andrew Jones, CityWire USA  19 July 2018, 13:39 The Financial Services Network (The Network), an OSJ of LPL Financial, has taken on a new firm and partnered with Wilshire Funds Management. The Financial Services Network (The Network), an office of supervisory jurisdiction (OSJ) office of LPL Financial, recently added California-based RIA Paradise Asset Management Group to its […]

Andrew Jones, CityWire USA  12 July 2018, 14:26 Happiness Wealth Management, led by ex-Merrill Lynch Advisor Mike Duffy, has joined LPL Financial’s broker-dealer and RIA platform. San Carlos, California-based RIA Happiness Wealth Management has joined LPL Financial’s broker-dealer and hybrid RIA platform.The firm, which was founded by chief executive Mike Duffy in March, focuses on financial […]

We released an updated brand identity on Monday March 27th, which includes a new logo and website. You’ll see the new look anywhere we are out in public, like our events, Facebook, LinkedIn and Twitter. We believe the new look better matches what we’ve become since our founding over 30 years ago: a Network of […]