LPL Financial has been treading water for the past six months, recording a small return of 3.4% while holding steady at ...
SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) ...
While the S&P 500 closed out 2025 up 16%, the index ended the year on the wrong foot, posting negative returns during the ...
The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to provide financial planning.
The exodus of financial advisors leaving Osaic for LPL Financial accelerated with two more advisory teams managing billions of dollars making the transition. LPL, the largest independent broker-dealer ...
LPL Financial LLC announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms, partnering with Momentum Wealth Partners. The Toledo, Ohio ...
According to a filing last week with the Securities and Exchange Commission, LPL Financial in 2024 reported $2.14 billion in advisor loans, net, compared to the year earlier, when it reported $1.36 ...
LPL Financial's Institution Services unit welcomed its latest giant recruit among bank-based wealth management programs with $300 million more client assets than it anticipated last fall. "We extend a ...
Seacoast Financial Network will join LPL Financial’s broker/dealer and corporate registered investment advisor platforms, the independent broker/dealer announced today. Seacoast, which is located in ...
Last Friday's global cyber-attack by unknown hackers across numerous businesses around the world wasn't the only negative technology-related development. Less widely publicized was a system-wide ...
According to South Dakota's Division of Insurance, Department of Labor and Regulation, LPL’s advisors misused email and how they signed off on client documents. LPL in April agreed to pay a penalty of ...
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 ...
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