According to a note Monday from Wolfe Research, the biggest net gainers last year of financial advisors were: LPL Financial, ...

LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%, a target that has been ...

A new report finds 22.5% of Commonwealth’s advisors left after its sale to LPL Financial, raising questions about whether the ...

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...

LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...

LPL Financial Holdings (LPLA) is back in focus after expanding its estate planning capabilities through Wealth.com and ...

LPL Financial LLC announced the addition of financial advisor James “Jim” Verdi, CFP®, who has brought approximately $350 million in advisory, brokerage, and retirement plan assets to the firm from ...

The partnership provides LPL advisors with estate planning tools including AI assistant Ester for document analysis and modeling.

SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeffrey Grange, CWS® has joined LPL’s employee advisor channel, Linsco by LPL Financial (LPLA), to ...

Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose SAN DIEGO, Sept.

In the latest skirmish between two industry mainstays, a group of former Ameriprise advisors who moved to LPL Financial are trying to keep their recruiting dispute out of FINRA arbitration. Processing ...