LPL Financial has been treading water for the past six months, recording a small return of 3.4% while holding steady at ...

The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to ...

Bill Morrissey, who was hired three years ago to grow Atria's independent channel, is the latest to leave LPL Financial ...

Morgan Stanley lowered the firm’s price target on LPL Financial (LPLA) to $447 from $462 and keeps an Overweight rating on the shares. Healthy ...

LPL Financial Holdings has seen a fresh uplift in its fair value estimate, with the price target moving from about $421 to roughly $448 per share as analysts recalibrate their models following the ...

Mirabile is launching Forest Lake Wealth Partners in Albany, NY, and reports managing about $280 million in advisory, brokerage and retirement plan assets. She joins the firm from UBS after 12 years ...

Fintel reports that on December 22, 2025, Morgan Stanley maintained coverage of LPL Financial Holdings (NasdaqGS:LPLA) with a ...

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 ...

The exodus of financial advisors leaving Osaic for LPL Financial accelerated with two more advisory teams managing billions of dollars making the transition. LPL, the largest independent broker-dealer ...

US household net worth is at an all-time high and interest rates remain high; both factors are tailwinds for investment management firms. LPL Financial sports high earnings growth estimates as the ...

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, Ohio ...

According to a filing last week with the Securities and Exchange Commission, LPL Financial in 2024 reported $2.14 billion in advisor loans, net, compared to the year earlier, when it reported $1.36 ...