LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%, a target that has been ...

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...

A new report finds 22.5% of Commonwealth’s advisors left after its sale to LPL Financial, raising questions about whether the ...

Also, a pair of multigenerational advisor teams from UBS have defected in quick succession, moving to RBC and Raymond James.

LPL Financial LLC announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving ...

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...

The partnership provides LPL advisors with estate planning tools including AI assistant Ester for document analysis and ...

LPL Financial Holdings (LPLA) is back in focus after expanding its estate planning capabilities through Wealth.com and ...

SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeffrey Grange, CWS® has joined LPL’s employee advisor channel, Linsco by LPL Financial (LPLA), to ...

LPL Financial LLC announced the addition of financial advisor James “Jim” Verdi, CFP®, who has brought approximately $350 million in advisory, brokerage, and retirement plan assets to the firm from ...

In the latest skirmish between two industry mainstays, a group of former Ameriprise advisors who moved to LPL Financial are trying to keep their recruiting dispute out of FINRA arbitration. Processing ...