News

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.
The industry rivals are back in court with fresh allegations that Ameriprise falsely warned its former clients that LPL misappropriated their account information.
Ameriprise has targeted LPL in at least four complaints since January 2024, alleging its competitor had unfairly hired its ...
LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms.
Villicana’s firm custodies with LPL Financial ... One of Villicana’s long-time clients worked as a chief financial officer at a manufacturing company. He came to her with a complex portfolio ...
Rich Steinmeier, CEO of LPL Financial Holdings Inc., first reached out to Joe Deitch, owner and chairman of Commonwealth ...
LPL Financial (LPLA) announced that Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered Investment ...
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LPL Financial is back on sale after getting dragged down by the broader market turmoil. Read more about LPLA stock here.
The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 billion of brokerage and advisory assets.
Within strategic and tactical model styles, LPL's research focuses each model on an investment theme or objective, the firm said in its Model Wealth Portfolios filing. For example, the research team ...
LPL Financial, the nation's largest independent broker-dealer, is reportedly acquiring Commonwealth Financial Network, an elite Waltham, Mass.-based RIA/broker-dealer with more than $300 billion in ...