In the most recent quarter, Baron Opportunity Fund initiated a position in LPL Financial Holdings. Click here for mor on our ...

William “Bill” Bruen Jr. and his son Andrew join an existing LPL practice after spending more than a decade at UBS.

LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a ...

Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

LPL Financial handily beat Wall Street expectations with its fourth quarter report Thursday evening. The financial services ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona ...

In the first half of 2025, LPL plans to pilot "an enhanced selling experience" for advisors looking to buy alts on their clients' behalf, Steinmeier said. This capability will be "fully digitized with ...

Dan Kerrigan, a financial advisor at Kerrigan Capital and Risk Management in Valdosta, recently announced that his ...

LPL Financial Holdings, Inc. SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson ...