Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bank of America Securities Financial Services Conference on February 12. The presentation takes ...

LPL Financial handily beat Wall Street expectations with its fourth quarter report Thursday evening. The financial services ...

LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported ...

Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

SAN DIEGO, Jan. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that father and son financial advisors William “Bill” Bruen, Jr., and Andrew Bruen have joined LPL ...

He found out he’d be getting the job just one day before the firm announced, in October, the firing of company veteran Dan Arnold for cause – and without payment of severance or outstanding equity ...

SAN DIEGO, Jan. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), today announced that Wintrust Financial Corporation (Nasdaq: WTFC ...

The business is made up of approximately 90 advisors serving approximately $16 billion in assets. SAN DIEGO, Jan. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a subsidiary of LPL Financial Holdings ...

For the fourth consecutive quarter, LPL Financial Holdings beat analysts’ earnings estimates.

Wintrust Financial Corporation: In January 2025, onboarded the wealth management business of Wintrust Investments, LLC and certain private client business at Great Lakes Advisors, LLC (collectively, ...