While the S&P 500 closed out 2025 up 16%, the index ended the year on the wrong foot, posting negative returns during the ...
LPL Financial has been treading water for the past six months, recording a small return of 3.4% while holding steady at ...
The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to ...
SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and ...
There is a new twist in the multifaceted legal war between wealth management companies LPL Financial and Ameriprise. LPL this week sued its rival for allegedly sending misleading data breach notices ...
LPL Financial held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news reports that cited anonymous people familiar with the matter. A spokeswoman for ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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