The outgoing legal chief of wealth management giant LPL Financial has managed to avoid a clawback of her signing bonus and ...

Mike Holtschlag, a former executive with Fidelity Investments, has been appointed executive vice president of banking and lending at LPL Financial, LPL announced today. Holtschlag’s appointment is ...

City Plaza, a 19-story office building in Orange, has sold for $18.5 million to Newport Beach-based Surlamer Investments.

What should I know about this advisor? Jason Martinez is a financial advisor in Orange, CA, and have earned their CFA. They have been in practice for 11 years, the last 3 years at LPL Financial LLC.

LPL is hot off a very solid Q1 report. Its latest monthly metrics offer positive read throughs as well. Stay the course on LPL’s growth story. LPL Financial (NASDAQ:LPLA) is the largest ...

LPL Financial’s largest acquisition ever is generating a lot of interest from competitors as they attempt to recruit advisors from Commonwealth Financial Network, which LPL said it would ...

Looking ahead, Orange confirms its financial targets for 2025, including EBITDAaL growth of around 3%, disciplined eCAPEX spending, and organic cash flow of at least 3.6 billion euros from telecom ...

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.

LPL’s deposit cash sweep (specifically for advisory individual retirement accounts), on the other hand, rose 2% to ~$10bn. LPL Financial Either way, this result compares unfavorably to peers.

Wealth management firm LPL Financial Holdings said on Monday it would acquire the privately held investment adviser Commonwealth Financial Network for about $2.7 billion in an all-cash transaction.