While former LPL CEO Dan Arnold first hinted at building its own integrated account in 2022, it was Chief Wealth Officer ...
LPL Financial is developing technology, paraplanning services, insurance and strategic partnerships aimed at serving more high net worth clients, according to CEO Dan Arnold. After LPL said on Feb. 2 ...
SAN DIEGO, June 14, 2022 (GLOBE NEWSWIRE) -- LPL Financial (LPLA) LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity ...
Good afternoon, and thank you for joining the Fourth Quarter 2022 Earnings Conference Call for LPL Financial Holdings Inc. Joining the call today are our President and Chief Executive Officer, Dan ...
Faced with a stock market that was down almost 20% for the year, LPL Financial Holdings Inc., the powerhouse recruiter in the independent broker-dealer industry, reported late Thursday that recruiting ...
Advisory assets decreased 9% year-over-year to $583 billion Advisory assets as a percentage of total assets decreased to 52.5%, down from 53.3% a year ago Organic net new advisory assets were $13 ...
LPL Financial is facing a second lawsuit over its cash sweep program. Douglas Nevitt, a 66-year-old Illinois construction retiree, has filed a suit in California federal court accusing the firm of ...
Under the hood, LPL continues to take an innovative approach to equip its advisors with the best resources and technology to serve clients. InvestmentNews caught up with Jeremy Holly, LPL's EVP of ...
Municipal financial advisors saw $304.569 billion of business in 5,935 transactions in 2022, down from $377.886 billion in 8,611 deals in 2021. Estrada Hinojosa, Ponder, CSG Advisors and Municipal ...
LPL Financial Holdings Inc. (NASDAQ: LPLA) Q4 2022 Earnings Call Transcript February 2, 2023 Operator: Good afternoon, and thank you for joining the Fourth Quarter 2022 Earnings Conference Call for ...