The independent broker-dealer, which is acquiring Commonwealth Financial Network in a $2.7 billion deal, is actively ...

Wealth management services company LPL Financial is laying off 70 people in San Diego starting in August, the company announced this month. In parallel, another round of layoffs at Atria Wealth ...

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 separate brokerages and that not having a self-clearing and self-custody ...

Roach said he will be paying close attention to whether the risks between growth and inflation remain in balance.

--LPL Financial LLC announced today that RFS Financial Securities has joined LPL Financial’ s broker-dealer, RIA and custodial platforms. The team reported serving approximately $140 million in ...

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

LPL Financial announced the expansion of its High-Net-Worth Services program, which it says is designed to equip advisors with the services desired by affluent families. The program, provided by ...

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 ...

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 ...

--LPL Financial LLC announced today that OUCU Financial’ s investment program, OUCU Investment Services, has joined LPL’ s Institution Services platform. Harry Crewson, a professor of ...