To better attract wirehouse financial advisors, who are the most profitable in the financial advice industry and on average produce more than $1 million in annual fees and commissions, LPL is ...
Chatter about LPL, a behemoth with 29,000 financial advisors and $1.7 trillion in assets, buying Commonwealth Financial Network, a boutique with more than 2,345 advisors has been building all week, ...
The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to provide financial planning.
LPL Financial is “in line” to meet its 90% advisor retention rate goal for Commonwealth Financial Network advisors after announcing the acquisition at the end of March, according to CEO Rich ...
LPL Financial has been a rare consistent compounder through the years. A closer look at its fundamentals points to more of the same. With a few turns now knocked off the multiple, LPL stock offers a ...
LPL Financial LLC announced the addition of financial advisors Larry Hubbard, Craig Conner, and Jade Maasch to its platforms, having previously served around $275 million in advisory, brokerage, and ...
LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A wealth management firm with ...
Spheria Asset Management, an investment management company, released its October 2025 “Spheria Global Opportunities Fund” investor letter. A copy of the letter can be downloaded here. The fund ...
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's ...
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 (LPLA) is the largest independent ...