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 ...

SAN DIEGO, March 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial”), a wholly owned ... LLC and certain private client business at Great Lakes Advisors, LLC (collectively, "Wintrust”) ...

further expanding its distribution channels and client base. The financial advisory industry is highly competitive, with LPL facing competition from both traditional wirehouses and emerging ...

emphasizing LPL's support for their efforts in enhancing client experiences and helping them thrive in wealth management. Four experienced financial advisors joined LPL Financial, bringing ...

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

SAN DIEGO, March 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial ... LLC and certain private client business at Great Lakes Advisors, LLC (collectively, “Wintrust ...