LPL Financial Holdings Inc. Chief Executive Officer Rich Steinmeier took the helm of the wealth-management company in a ...
Tom Payant has been in the industry since 1977, when he registered with CG Equity Sales Co., according to his BrokerCheck record. He has also been registered with Travelers Equities Sales, American ...
LPL Financial Holdings Inc. (NASDAQ:LPLA), the nation's largest independent broker-dealer, has been navigating a complex financial landscape with a mix of strategic initiatives and market challenges.
LPL Financial said it recruited an advisor team from Osaic where the group oversaw $1 billion in client assets, making it the ...
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 giant is pressing on with its strategy to attract advisors as a Connecticut-based team joins its network.
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
LPL Financial (NASDAQ:LPLA – Get Free Report) is anticipated to issue its quarterly earnings data after the market closes on ...
Founded in 1985 and majority-owned by private equity shops Oak Hill Capital, Genstar Capital and Altas Partners, Denver-based Mercer says it had more than 1,220 employees managing a total of $69 ...
KBW analyst Kyle Voigt maintained a Buy rating on LPL Financial (LPLA – Research Report) today and set a price target of $405.00. The company’s ...
LPLA's fourth-quarter 2024 results top estimates on the back of an increase in revenues and brokerage and advisory assets.
We recently compiled a list of the 12 Best Low Risk High Growth Stocks to Invest In. In this article, we are going to take a ...