News

RBC and LPL have notched new recruitment wins, with RBC welcoming a former Merrill Lynch team to its ranks and LPL onboarding an ex-Osaic advisor on the East Coast. In Austin, RBC Wealth ...
Jambusaria and her team work to ensure LPL advisors have access to a wide variety of well-researched investment options to offer clients and wealth managers, from private market alternatives to ...
Trimp Wealth Management's move builds on LPL's continuing recruitment streak for 2025, which includes a $450 million Kansas-based team from Osaic and a three-person Tennessee team from UBS.
Looking to enhance their client experience, improve their technological capabilities and grow their business, the Synergy Wealth Strategies team turned to LPL Financial. "By partnering with LPL, we ...
LPL Financial Holdings, Inc. SAN DIEGO, April 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced an agreement with First Horizon Bank, the banking subsidiary ...
The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 billion of brokerage and advisory assets. LPL Financial said it would ...
LPL Financial said it would acquire Commonwealth Financial Network, a privately owned wealth management company with about 2,900 financial advisors, for about $2.7 billion in cash. The deal will ...
By partnering with LPL Financial, Verdi aims to enhance client service through improved technology and resources, allowing his team to focus more on client interactions. LPL's Executive Vice ...
LPL Financial (LPLA) announced that eight financial advisors with Horizon Capital Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. They ...
LPL Financial Holdings Inc. has appointed Vaughn Harvey as the executive vice president and chief data and artificial intelligence (AI) officer, marking a significant move in its AI strategy.
Believe it or not, every NFL team owned its first-round pick heading into draft night, and it's the first time since the league expanded to 32 teams this has occurred. However, that was not the ...