In the case of LPL and Commonwealth, the deal was spurred by the aging of Commonwealth Financial Network’s founder and ...

There is a new twist in the multifaceted legal war between wealth management companies LPL Financial and Ameriprise. LPL this ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.

As LPL fights to keep teams in the fold, competitors are making strong plays and pointing to the large brokerage's perceived ...

The broker-dealer giant has opened up a new management level, elevating several longtime leaders who've supported key pillars ...

Jim Cracchiolo told analysts that the firm's retention "is quite good," even though his company, like many of its rivals, ...

Villicana’s firm custodies with LPL Financial ... Villicana’s long-time clients worked as a chief financial officer at a manufacturing company. He came to her with a complex portfolio and ...

SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter ...

The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San ...

In a report released today, William Katz from TD Cowen maintained a Buy rating on LPL Financial (LPLA – Research Report), with a price target ...

LPL Financial said it would acquire Commonwealth Financial Network, a privately owned wealth management company with about 2,900 financial advisors, for about $2.7 billion in cash. The deal will ...

Furthermore, product offerings like the launch of LPL Alts Connect demonstrated the company’s focus on enhancing client services and platform capabilities. On the financial front, incremental ...