News

In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' ...
The independent broker-dealer, which is acquiring Commonwealth Financial Network in a $2.7 billion deal, is actively ...
Roach said he will be paying close attention to whether the risks between growth and inflation remain in balance.
Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client serviceSAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a ...
LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt ...
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.
LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a ...
Bessemer Group Inc. raised its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 38.9% in the first ...
Savvy Wealth ("Savvy"), a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the successful close of a $72 million Series B funding round ...
Cambridge Investment Research Advisors Inc. lifted its stake in shares of First Trust Income Opportunities ETF (NASDAQ:FCEF – ...