News

A group of advisors say they have been unfairly caught up in a legal battle between LPL Financial and Ameriprise Financial, ...
LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL ...
Don't pop open the bubbly yet. The PCE index released Friday shows inflation easing to 2.1% annually in April, its lowest ...
The company is expanding its alternative investment and banking capabilities to better attract and retain financial advisors ...
LPLA serves financial advisors as an independent broker-dealer and custodian, along with being an investment advisory firm.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
LPL Financial's (LPLA) total advisory and brokerage assets totaled $1.79T at the end of April, down 0.4% from the end of ...
The company’s acquisition of Commonwealth Financial Network and its 2,900 financial advisors is drawing keen interest from ...
SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Colin Beamish, CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial ...
SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial ...
LPL Financial LLC announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms, partnering with Momentum Wealth Partners. The Toledo ...
Raymond James landed a big one this week with a financial firm moving its $2.7 billion AUM wealth business over from LPL ...