The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to ...
Bill Morrissey, who was hired three years ago to grow Atria's independent channel, is the latest to leave LPL Financial following the firm's integration.
LPL Financial has been treading water for the past six months, recording a small return of 3.4% while holding steady at ...
US household net worth is at an all-time high and interest rates remain high; both factors are tailwinds for investment management firms. LPL Financial sports high earnings growth estimates as the ...
LPL Financial's (LPLA) total advisory and brokerage assets at the end of November rose 0.5% M/M to $2.36T, compared with a ...
One of two major independent branches leaving LPL Financial after a change in the company's policies is hybrid registered investment advisory firm Merit Financial Advisors. Processing Content While ...
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...
LPL Financial LLC announced the addition of financial advisors Larry Hubbard, Craig Conner, and Jade Maasch to its platforms, having previously served around $275 million in advisory, brokerage, and ...
Recent performance and context LPL Financial Holdings (LPLA) has kept investors engaged this year, with the stock recently closing around 362 dollars after a steady climb over the past 3 years and ...
CHARLOTTE, N.C., Aug. 17, 2023 (GLOBE NEWSWIRE) -- LPL Financial today announced the release of a study conducted by LPL Business Solutions that examines the common strategies top-performing advisors ...
LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close the deal in the second half of 2024. LPL Financial Holdings Inc. is adding to its ...
LPL Financial failed to follow its own anti-money laundering procedures for client identification across more than 12,000 accounts over nearly five years, according to the SEC. "Federal law requires ...
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