LPL Financial Holdings recently reported its April 2026 monthly activity, highlighting higher total client assets, stronger advisory assets and organic net new assets, while also confirming that ...
It’s the latest team to jump from Commonwealth after the independent broker-dealer was acquired by LPL Financial.
Financial Strategies Retirement Partners, a 24-person firm based in Bedford, New Hampshire, has joined Raymond James ...
LPL Financial LLC announced today that financial advisor Steve Schott, MBA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving ...
The Q1 GDP rebound looks solid on the surface, but consumers show signs of fatigue.
SAN DIEGO, April 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Capital Partners, Inc. and LPL Financial LLC, “LPL” or “LPL ...
LPL Financial LLC announced today that the financial advisors of True Compass Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team was ...
SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP ®, Lucas Decker, CFP ®, Kevin Lewis, CFP ®, CEPA ®, and Seth Miller, CFP ®, ...
Meanwhile, Cetera has drawn advisors managing around $390 million from LPL and Commonwealth, while Raymond James' financial ...
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports ...
Carson Group, a $58 billion Omaha, Neb.-based registered investment advisor, has brought over an LPL Financial team with $320 million in assets under management, according to the RIA and regulatory ...
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...