LPL Financial is developing technology, paraplanning services, insurance and strategic partnerships aimed at serving more high net worth clients, according to CEO Dan Arnold. After LPL said on Feb. 2 ...

COLLEGE STATION, Texas, Nov. 17, 2022 /PRNewswire/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial (LPLA). As part ...

Faced with a stock market that was down almost 20% for the year, LPL Financial Holdings Inc., the powerhouse recruiter in the independent broker-dealer industry, reported late Thursday that recruiting ...

SAN DIEGO, June 14, 2022 (GLOBE NEWSWIRE) -- LPL Financial (LPLA) LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity ...

LPL Financial Holdings Inc. (NASDAQ: LPLA) Q4 2022 Earnings Call Transcript February 2, 2023 Operator: Good afternoon, and thank you for joining the Fourth Quarter 2022 Earnings Conference Call for ...

CHARLOTTE, N.C., Dec. 21, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced it has earned recognition from Newsweek as a Most Responsible Company in 2023, ranking among 500 of the U.S.'s ...

Advisory assets decreased 9% year-over-year to $583 billion Advisory assets as a percentage of total assets decreased to 52.5%, down from 53.3% a year ago Organic net new advisory assets were $13 ...

Municipal financial advisors saw $304.569 billion of business in 5,935 transactions in 2022, down from $377.886 billion in 8,611 deals in 2021. Estrada Hinojosa, Ponder, CSG Advisors and Municipal ...

This year has been tough for investors, as the three major indexes sit in bear-market territory. LPL Financial is a financial advisory company that has soared this year despite weakness in the broader ...

An Illinois financial advisor has sued LPL Financial, along with a regional bank, accusing the firms of sexual harassment and discrimination and claiming the bank’s president made crude jokes about ...