Wealth management services company LPL Financial is laying off 70 people in San Diego starting in August, the company ...

LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a ...

Jamie Price of Osaic says attrition at his firm was below expectations during its recent internal consolidation of nine ...

CHARLOTTE, N.C., Oct. 12, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that OUCU Financial’s investment program, OUCU Investment Services, has joined LPL’s Institution Services ...

SAN DIEGO, Nov. 08, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Cadence Bank (NYSE: CADE) plans to onboard the investment business of legacy BancorpSouth Bank to LPL’s ...

LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in May 2025. The metric was $1.85 trillion, which ...

Prestige Wealth Group has joined LPL Financial, expanding its advisory services for high-net-worth clients. Quiver AI Summary. LPL Financial LLC has announced that Prestige Wealth Group (PWG), led ...

--LPL Financial LLC announced today that RFS Financial Securities has joined LPL Financial’ s broker-dealer, RIA and custodial platforms. The team reported serving approximately $140 million in ...

LPL Financial announced the expansion of its High-Net-Worth Services program, which it says is designed to equip advisors with the services desired by affluent families. The program, provided by ...

LPL Financial says that supporting greater diversity and inclusion is not only important for advisors but also to enable better access to financial services for all. The firm has announced its ...

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.