News

LPL Financial's latest monthly metrics offer positive read throughs. Click here to read more about LPLA stock and why it is a ...
LPL Financial (LPLA) was trading lower after Citi Research downgraded the wealth management firm on limited catalysts in the ...
Advisor Ralph Angelo shares why his team joined Commonwealth from Osaic and what he thinks about the planned acquisition of ...
State securities regulators accuse the brokerage firms of hitting customers with unreasonable fees on small dollar ...
Fintel reports that on June 9, 2025, Citigroup downgraded their outlook for LPL Financial Holdings (NasdaqGS:LPLA) from Buy ...
Fintel reports that on June 9, 2025, Redburn Atlantic upgraded their outlook for LPL Financial Holdings (NasdaqGS:LPLA) from ...
However, in its note, Citi Research did not cite a direct competitor making inroads in hiring Commonwealth advisors.
RBC Wealth goes to UBS again to pull over advisors with large AUM tallies; Carson Group buys a firm in Colorado, and Goldman ...
LPL welcomes a Beverly Hills-based practice from Wedbush Securities as RayJay adds a Stifel alum to its employee advisor arm.
LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving ...
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 ...