LPL Financial said it will buy Atria Wealth Solutions, a wealth management company supporting approximately 2,400 advisors and 150 banks and credit unions, managing approximately $100 billion of ...
When LPL Financial landed an agreement in August 2023 to provide a wealth management platform for insurer Prudential Financial’s 2,800 financial advisors, it was a big win for LPL. It also ...
This, along with future rate cuts, will support LPL Financial’s advisory and brokerage assets, and transaction-based revenues. Also, higher profitability for the firms in general will lead to ...
SAN DIEGO, Jan. 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Forlenza, CRPC®, and Carl Hanks, CRPC®, have joined LPL Financial’s broker-dealer ...
I am downgrading LPL Financial from a Buy to a Hold due to falling EPS estimates and the stock being fairly priced. Despite strong Q3 results and significant asset growth, the FY 2026 consensus ...
SAN DIEGO, Dec. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, today announced updates to the firm’s financial technology, investment solutions and ...
SAN DIEGO, Nov. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released ...
says KBW stock analyst Kyle Voigt. He picked Schwab and LPL Financial as his two top retail brokerage picks for next year.
Ms. Cho is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, DBA Pointwealth ...