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.

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

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 ...

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 ...

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

SAN DIEGO, Nov. 08, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Cadence Bank (NYSE: CADE) plans to onboard the investment business of legacy BancorpSouth Bank to LPL’s ...

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 ...

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 ...

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 ...