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 ...

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

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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 ...

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

CHARLOTTE, N.C., Sept. 29, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that the firm’s advisors can now access Bookkeeping Services. LPL’s newest offering is designed to provide ...

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 LLC today announced that the firm has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, L.P., a full-service ...

LPL Financial provides an advisory and brokerage platform for advisors, broker/dealer services for financial institutions, and resources for practice management. At the end of 2024, advisors on ...

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 ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come ...