Q4 2024 Management View CEO Rich Steinmeier highlighted industry-leading organic asset growth of 10% for 2024, supported by ...

Client cash balances as a percentage of total assets were 3.2%, up from 2.9% in the prior quarter and down from 3.6% a year ago Key Capital and Liquidity Results: Full Year 2024 Key Financial Results: ...

The broker-dealer titan is expanding its footprint in the West Coast with a veteran-founded high-net-worth practice.

LPL Financial said it recruited an advisor team from Osaic where the group oversaw $1 billion in client assets, making it the ...

William “Bill” Bruen Jr. and his son Andrew join an existing LPL practice after spending more than a decade at UBS.

LPL Financial Holdings Inc (LPLA) reports robust Q4 results with record-high total assets, significant recruited assets, and strategic acquisitions driving future growth.

The PE-backed wealth platform is expanding across Colorado and Idaho while broker-dealer giant LPL welcomes a ...

LPL and Wintrust Financial Corporation signed an agreement in February 2024. On January 25, about $15 billion of brokerage and advisory assets were onboarded to LPL. The remaining $1 billion of assets ...

LPL Financial Holdings Inc. ( NASDAQ: LPLA) Q4 2024 Earnings Conference Call January 30, 2025 5:00 PM ET Rich Steinmeier - Chief Executive Officer Matt Audette - President and Chief Financial Officer ...

Two Wells Fargo-affiliated investment advisers and Merrill Lynch agreed to pay $60 million, while LPL Financial agreed to pay ...

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own ...

LPL Financial LLC has launched an enhanced suite of Marketing Solutions to assist financial advisors in strengthening client relationships and driving business growth. This includes a new Digital ...