LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in January 2025. The metric was $1.81 trillion, ...
Major banks are still scrambling to pick up talent and clients who were previously with First Republic Bank and Silicon ...
SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”), today released its monthly ...
We initiated a position in LPL Financial Holdings Inc., the largest independent broker-dealer in the U.S., benefiting from the secular growth in financial advice demand. LPL's high-quality ...
Today where we're at, SageView Advisory Group, they're based out of Newport Beach, California. And so that was a recent transition for us. We were with LPL Financial for almost 15 years ...
LPL Financial (LPLA) announced that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial.
(RTTNews) - LPL Financial Holdings Inc. (LPLA) released earnings for its fourth quarter that increased from the same period last year and beat the Street estimates. The company's earnings totaled ...
LPL Financial recruited a father-and-son advisor team from UBS that previously oversaw approximately $1.3 billion in advisory, brokerage, and retirement plan assets.