According to a note Monday from Wolfe Research, the biggest net gainers last year of financial advisors were: LPL Financial, ...

LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...

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

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 ...

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 ...

Milestone highlights LPL’s enduring commitment to financial planning innovation and leadershipSAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today ...

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 ...

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

SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Francisco J. Blanco has joined LPL Financial’s broker-dealer, RIA and custodial platforms. Blanco ...

Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose SAN DIEGO, Sept.

Elovic and Murphy join an impressive suite of leadership at LPL, following recent additions to the Management Committee, including Emily Field as chief people officer and Matt Morningstar as chief ...