Based in the Linsco office in Franklin, Tenn., Greer originally set out to become a high school English teacher before following his father’s footsteps into financial services. He appreciates the ...

LPL Financial and Commonwealth Financial Network, two of the of the most prominent firms for independent contractor brokers, ...

Rich Steinmeier, who took over unexpectedly as CEO of LPL Financial Holdings Inc. last fall, wants the independent ...

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

Of the total balance, $35.6 billion was insured cash, $10.2 billion was deposit cash, and the remaining was money-market sweep and client cash balance. LPL Financial’s impending buyout of ...

LPL Financial held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news ...

LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in February 2025. The metric was $1.82 trillion, ...

An experienced financial advisor discussing investment options with a client. LPL Financial Holdings Inc. (NASDAQ:LPLA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our ...

Stratos Wealth Partners began 2024 by recruiting former Osaic-affiliated Pettinelli Financial Partners of Redwood City, Calif., which has $700 million in client assets.

LPL Financial Holdings Inc., together with its ... retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC ...

Peoples & Co. Private Wealth Stewardship, a financial services firm based in Allentown, Pa., that previously was with Morgan Stanley, has joined the Commonwealth Financial Network, a national RIA ...