iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces that it has surpassed US$200 billion in global platform assets. Increased global client demand for high-quality private market funds has led to this milestone and accelerated the growth of client assets on iCapital’s platform. “iCapital is honored to help more financial advisors than ever grow their businesses through the use of our technology and end-to-end operating platform,” said Lawrence...

LPL Financial LLC announced that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 as a consulting firm dedicated to helping families, individuals and business owners establish their goals and create financial plans to pursue...