LPL Financial has been treading water for the past six months, recording a small return of 3.4% while holding steady at ...

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 ...

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 ...

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 ...

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 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 ...

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 ...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how investment banking & brokerage stocks fared in Q3, starting ...

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 ...

US household net worth is at an all-time high and interest rates remain high; both factors are tailwinds for investment management firms. LPL Financial sports high earnings growth estimates as the ...

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 ...