Artificial intelligence company Anthropic has announced new plug-ins specifically designed for wealth management and investment banking, partnering with LPL and Orion to deploy the AI across their ...
Even before LPL Financial announced it was buying its industry rival Commonwealth Financial Network, the principals at Summit Wealth Group were headed toward the door. Processing Content Randy Morris, ...
For LPL Financial, it's the big deals like its purchase of Commonwealth Financial Network that often grab the most attention. Processing Content But its position as the largest independent ...
LPL Financial said that it had closed on the acquisition of Commonwealth Financial Network Friday morning, adding that it was pushing out its final integration timing to the fourth quarter of 2026.
LPL Financial said it was reducing fees to advisors on several platforms as it reported a robust increase in assets to $2.3 trillion following its acquisition of Commonwealth Financial Network in a ...
And it could be a big one, said one industry executive. “It looks like LPL is getting ready for a large buy,” said the executive, who spoke privately to InvestmentNews about the matter. “It’s moving ...
LPL Financial has acquired a minority stake in Private Advisor Group, the Morristown, N.J.-based registered investment advisor and office of supervisory jurisdiction of LPL with over $41.3 billion in ...
We initiated a position in LPL Financial Holdings Inc., the largest independent broker-dealer in the U.S., benefiting from the secular growth in financial advice demand. LPL's high-quality technology, ...
SAN DIEGO, May 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that it has been recognized with two Stevie® Awards in the 2026 American Business Awards®, honoring the firm’s leadership ...
LPL Financial promotes five executives to Managing Director, expanding its leadership team amid continued growth and influence in wealth management. LPL Financial LLC announced the promotion of five ...
LPL Financial LLC has announced the promotion of Marc Cohen to managing director of Business Strategy and Innovation, as well as his appointment to the LPL Financial Management Committee. In his new ...