LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology
December 19, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL helps advisors leverage technology to maximize their time, deliver bespoke client experiences and provide more sophisticated financial advice.
LPL Financial Reports Monthly Activity for November 2024
December 17, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly...
LPL Financial Welcomes Advisor Jeffrey Grange to Linsco Channel
December 17, 2024 08:55 ET
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LPL Financial Holdings, Inc.
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, to...
Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation
December 16, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Marc Cohen has been promoted to managing director, Business Strategy and Innovation, and has joined the LPL...
LPL Financial Welcomes Prestige Wealth Group
December 12, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the advisors of Prestige Wealth Group (PWG), led by managing partners Rich Galgano, CFP®, and Matt...
LPL Research Team Releases 2025 Outlook: Pragmatic Optimism
December 10, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL released its 2025 Outlook. Setting the tone for the new year, this report offers a comprehensive analysis of the economic and market environment.
LPL Financial Celebrates its Growing Network of Women in Wealth Management
December 09, 2024 09:00 ET
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LPL Financial Holdings, Inc.
Representing the largest community of female financial advisors in the industry, LPL Achieve Conference unites community of successful wealth professionals
LPL Financial Welcomes Financial Advisor Francisco J. Blanco
December 09, 2024 08:00 ET
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LPL Financial Holdings, Inc.
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....
LPL Financial Welcomes Frontline Investment Advisors
December 04, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Amanda Miller, Devin Richard and Jonathan Vila, CRPC®, of Frontline Investment Advisors have...
LPL Financial to present at the Goldman Sachs Financial Services Conference
December 03, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, and Matt Audette, President and Chief Financial Officer, will present at...