LPL Nabs $1.15B California Team from Wells Fargo FiNet

Published on February 27, 2025

Townsgate Wealth Management in Westlake Village, Calif., spent a year conducting due diligence before deciding to move to LPL.

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Advisor Pleads Guilty to Tax Shelter Scheme with $100M+ of False Deductions

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According to the Justice Department, Stephen Mellinger created a system where clients could claim deductions on fabricated business expenses while the advisor pocketed millions in fees.

Pending Home Sales Sink to All Time Low

February 27, 2025
The National Association of Realtors® (NAR) pending home sales index fell more than expected in January, dropping to its lowest level on record. The index came in at 70.6, a 4.6% decline from the previous month and a 5.2% drop from one year ago. Pending home sales were expected to fall 0.9% month-over-month.