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14.01.2026
LPLA
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LPL Financial Welcomes Oak Bridge Financial, LLC
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SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and join LPL from Am...
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13.01.2026
LPLA
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Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service
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LPL announces appointments of Suzanne Elovic as executive vice president, head of supervision, & Mike Murphy as executive vice president, head of service....
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12.01.2026
LPLA
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LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy
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Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision and shape strategic priorities....
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20.10.2025
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08.01.2026
LPLA
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LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call
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SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. The Company will host a conference call to discuss its results at 5 p.m...
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23.01.2026
© Globe Newswire
08.01.2026
LPLA
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Somesh Khanna Elected to LPL Financial Board of Directors
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Somesh Khanna has been elected to LPL Financial's board of directors as an independent director....
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08.01.2026
LPLA
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LPL Financial Welcomes Rand, Williams & Associates, LLC
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SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory,...
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16.12.2025
LPLA
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LPL Financial Reports Monthly Activity for November 2025
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SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for November 2025....
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11.12.2025
LPLA
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LPL Welcomes Forest Lake Wealth Partners to Linsco
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SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS....
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09.12.2025
LPLA
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LPL Research Team Releases 2026 Outlook: The Policy Engine
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Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors...
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05.12.2025
LPLA
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Matthew Morningstar Joins LPL as Chief Legal Officer
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Morningstar joins the firm’s Management Committee and oversees the Legal, Policy and Community Impact teams....
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04.12.2025
LPLA
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LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony
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Since going public on November 18, 2010, LPL has reshaped the wealth management landscape through its advisor-first approach....
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02.12.2025
LPLA
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LPL Financial to Present at the Goldman Sachs Financial Services Conference
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SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9....
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02.12.2025
LPLA
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LPL Financial Welcomes Kūpono Wealth Planning
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SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from...
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20.11.2025
LPLA
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LPL Financial Reports Monthly Activity for October 2025
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SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for October 2025....
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20.11.2025
LPLA
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Republic Capital Group Advises Private Advisor Group on its Minority Investment by LPL Financial
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NEW YORK and MORRISTOWN, N.J., Nov. 20, 2025 /PRNewswire/ -- Republic Capital Group ("Republic"), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the investment banking advisor to Private...
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19.11.2025
LPLA
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Private Advisor Group Announces Minority Investment by LPL Financial
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LPL Financial Joins Merchant in Minority Ownership of Private Advisor Group, Strengthening Strategic Alignment
MORRISTOWN, N.J., Nov. 19, 2025 /PRNewswire/ -- Private Advisor Group, a leading financial services firm and LPL Financial Holdings Inc. (Nasdaq: LPLA...
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12.11.2025
LPLA
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LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing
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The LPL Financial Cash Management Account (CMA) combines the convenience of modern banking features with the strategic benefits of investment flexibility....
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© Globe Newswire
31.10.2025
LPLA
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LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms
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Effective July 1, 2026, fees will be lowered for advisors across LPL’s Strategic Asset Management & Model Wealth Portfolios advisory programs...
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© Globe Newswire
30.10.2025
LPLA
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LPL Financial Announces Third Quarter 2025 Results
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Key Financial Results:...
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09.10.2025
LPLA
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LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call
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SAN DIEGO, Oct. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Thursday, October 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same d...
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© Globe Newswire
25.09.2025
LPLA
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LPL Financial Welcomes Tennant Financial
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SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Tennant Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual...
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© Globe Newswire
18.09.2025
LPLA
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LPL Financial Reports Monthly Activity for August 2025
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SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for August 2025....
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© Globe Newswire
17.09.2025
LPLA
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LPL Releases Inaugural Advisor Growth Study
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LPL announced the release of the first-of-its-kind annual Advisor Growth Study (AGS) to bring awareness to sustainable growth trends in wealth management....
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© Globe Newswire
09.09.2025
LPLA
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LPL Financial Welcomes The Capitol Bay Group
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Seeking more independence, autonomy and more tools to offer to their clients, the team turned to LPL Financial....
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© Globe Newswire
08.09.2025
LPLA
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Decorum Wealth Management Launches with Support from LPL Strategic Wealth
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The highly accredited team has more than 80 years of industry experience and clients include a diverse range of individuals and businesses....
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© Globe Newswire
04.09.2025
LPLA
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LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds
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A survey at LPL Financial's flagship annual conference, Focus 2025, unveils financial advisor perspectives on priorities, challenges and emerging trends....
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© Globe Newswire
27.08.2025
LPLA
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LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform
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LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL....
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© Globe Newswire
26.08.2025
LPLA
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LPL Financial Welcomes Skyward Financial
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SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and join LPL from Wedbush Securities....
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© Globe Newswire
13.08.2025
LPLA
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LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale
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President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients...
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© Globe Newswire
12.08.2025
LPLA
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LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025
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CEO Rich Steinmeier was joined by several LPL executives who spoke to the firm’s commitment to innovation and transformation across wealth management....
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© Globe Newswire
11.08.2025
LPLA
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LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History
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The 3-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences for advisors....
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© Globe Newswire
01.08.2025
LPLA
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LPL Financial Closes Its Acquisition of Commonwealth Financial Network
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LPL remains on track to achieve its 90% retention target. Commonwealth will operate as a wholly-owned portfolio company....
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© Globe Newswire
08.07.2025
LPLA
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LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
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This annual report offers a comprehensive analysis of the economic & market environment, highlighting potential implications for investor portfolios...
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© Globe Newswire
23.06.2025
LPLA
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LPL Financial Reports Monthly Activity for May 2025
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SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for May 2025....
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© Globe Newswire
22.05.2025
LPLA
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LPL Financial Reports Monthly Activity for April 2025
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SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for April 2025....
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© Globe Newswire
21.05.2025
LPLA
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LPL Financial to Present at the Bernstein Strategic Decisions Conference
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SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bernstein Strategic Decisions Conference on May 28....
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© Globe Newswire
21.05.2025
LPLA
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LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik
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Two new executives further solidify LPL’s commitment to delivering top-tier wealth planning and service solutions....
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© Globe Newswire
20.05.2025
LPLA
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LPL Financial Welcomes PCC Wealth Partners
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SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving a...
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© Globe Newswire
15.04.2025
LPLA
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LPL Financial Announces Promotion of Five Executives to New Managing Director Roles
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LPL announces that Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been promoted into new Managing Director roles....
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© Globe Newswire
01.04.2025
LPLA
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LPL Financial Announces Pricing of Its Common Stock Offering
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SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced the pricing of an underwritten public offering of 4,687,500 shares of its common stock at a price to the public of $320.00 per share. LPL also granted the...
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© Globe Newswire
31.03.2025
LPLA
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LPL Financial to Acquire Commonwealth Financial Network
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SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network (“Commonwealth”), the largest indepen...
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© Globe Newswire
20.03.2025
LPLA
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LPL Financial Reports Monthly Activity for February 2025
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SAN DIEGO, March 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for February 2025....
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© Globe Newswire
12.03.2025
LPLA
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LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
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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®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an exi...
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© Globe Newswire
11.03.2025
LPLA
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LPL Financial Closes Acquisition of The Investment Center, Inc.
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SAN DIEGO, March 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ: LPLA) today announced it has closed its acquisition of the wealth business of The Investment Center, Inc., a broker-dealer and registered investment adviser based in Bedminster, N.J....
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© Globe Newswire
05.03.2025
LPLA
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LPL Welcomes Shorepoint Wealth Management
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SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fa...
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© Globe Newswire
20.02.2025
LPLA
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LPL Financial Reports Monthly Activity for January 2025
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SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for January 2025....
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© PR Newswire
20.02.2025
LPLA
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NASDAQ
LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform
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The customized alternative investments platform offers one of the Nation's Largest Independent Wealth Management Firms an unparalleled suite of functionalityto digitally transform their private fund investment workflows from start to finish.
NEW YORK, Feb. 20, 2025 /PRNewswire/ -- SUBSCRIBE, the leading operating system for alternative investment...
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© Globe Newswire
03.02.2025
LPLA
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LPL Financial Welcomes Charter Oak Wealth Partners
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SAN DIEGO, Feb. 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* an...
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© Globe Newswire
30.01.2025
LPLA
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LPL Financial Announces Fourth Quarter and Full Year 2024 Results
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Fourth Quarter 2024...
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© PR Newswire
28.01.2025
LPLA
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NASDAQ
Anthony Calomeni of Heffernan Financial Services recognized as one of LPL Financial's top financial advisors
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WALNUT CREEK, Calif., Jan. 28, 2025 /PRNewswire/ -- Anthony Calomeni, a financial advisor at Heffernan Financial Services in Walnut Creek today announced that his achievements have been recognized with inclusion in LPL Financial's Masters Club Program* for 2025. This distinction celebrates a select group of advisors who have achieved excellence i...
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© Globe Newswire
23.01.2025
LPLA
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NASDAQ
LPL Financial Welcomes Advisor Christopher Ketchen to Linsco Channel
News Preview
SAN DIEGO, Jan. 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Christopher Ketchen, CRPS®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Katama Wealth Partners. He reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from...
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© Globe Newswire
09.01.2025
LPLA
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NASDAQ
LPL Financial Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call
News Preview
SAN DIEGO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 30. The Company will host a conference call to discuss its results at 5 p.m...
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© Globe Newswire
17.12.2024
LPLA
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NASDAQ
LPL Financial Reports Monthly Activity for November 2024
News Preview
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for November 2024....
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© Globe Newswire
10.12.2024
LPLA
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NASDAQ
LPL Research Team Releases 2025 Outlook: Pragmatic Optimism
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LPL released its 2025 Outlook. Setting the tone for the new year, this report offers a comprehensive analysis of the economic and market environment....
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© Globe Newswire
09.12.2024
LPLA
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NASDAQ
LPL Financial Celebrates its Growing Network of Women in Wealth Management
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Representing the largest community of female financial advisors in the industry, LPL Achieve Conference unites community of successful wealth professionals...
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© Globe Newswire
21.11.2024
LPLA
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NASDAQ
LPL Financial Reports Monthly Activity for October 2024
News Preview
SAN DIEGO, Nov. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for October 2024....
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© Globe Newswire
18.11.2024
LPLA
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Prudential Financial Completes Integration with LPL Financial Platform, Delivering Experience Upgrade for its Retail Arm, Prudential Advisors
News Preview
NEWARK, N.J. and SAN DIEGO, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU) and LPL Financial Holdings Inc. (Nasdaq: LPLA) finalized today the launch of their strategic relationship, first announced in August 2023....
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© Globe Newswire
11.11.2024
LPLA
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LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
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American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants...
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© Globe Newswire
21.10.2024
LPLA
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NASDAQ
Rich Steinmeier Named Chief Executive Officer of LPL Financial; Elected to Board of Directors
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Matt Audette Named President; Expands Current CFO Role Matt Audette Named President; Expands Current CFO Role...
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© Globe Newswire
14.10.2024
LPLA
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LPL Financial Welcomes Financial Advisor Ashton Medina
News Preview
SAN DIEGO, Oct. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Ashton Medina, CFA®, CFP®, has joined LPL Financial’s broker-dealer and corporate RIA platforms, aligning with existing firm GradePoint Financial Group. He reported having served approximately $155 million in advisory, brokerage and retirement p...
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