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 ...
“I believe the best way to offer financial guidance is to be free of corporate mandates, sales quotas and limitations. LPL is in the business of supporting independent advisors and provides the ...
LPL Financial (LPLA) announced that financial advisor Jeffrey Grange has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial.
will join LPL Financial’s management committee, the company announced Monday. It says Cohen will continue to oversee development of the firm’s corporate strategy and expand his ...
LPL Financial (LPLA) disclosed that in August, the company received a request for information from the SEC regarding certain elements of the company’s cash management program for corporate ...
We are increasing our fair value estimate for narrow-moat-rated LPL Financial to $357 from $314. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 18 times and an ...
Wealth Enhancement Group has confirmed that it is the second large advisory practice to part ways with LPL Financial, ending months of speculation. WEG, a Minneapolis-based investment advisor with ...
LPL Financial has reached a $12 million settlement agreement with former CEO Dan Arnold, whom the firm fired in October for violating its policies. The company on Sunday entered into a deal ...
SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, hosted its annual Achieve conference last week in Washington, D.C., an invitation-only ...