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 ...

In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' ...

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing ...

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 ...

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 ...

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 ...

LPL Financial said it would acquire Commonwealth Financial Network, a privately owned wealth management company with approximately 2,900 financial advisors, for approximately $2.7 billion in cash.

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.

LPL Financial Holdings Inc. on Monday morning said it was acquiring Commonwealth Financial Network, a long-standing rival in the wealth management industry. The price tag? LPL is paying $2.7 ...