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Minutes of the Board's discount rate meetings on June 8 and June 17, 2026
Published on July 14, 2026
Minutes of the Board's discount rate meetings on June 8 and June 17, 2026
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Other news
LPL Financial Adds $2.4B HNW Team From U.S. Bank
July 14, 2026
The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.
Merrill To Allow Advisor Trainees To Join Teams Sooner
July 14, 2026
The firm is also creating a new client associate role and providing earlier access to its products as part of four enhancements to the advisor trainee program.