Breanne Bovara and Derrick Petry of Moto Wealth Partners. Also, a pair of multigenerational advisor teams…
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LPL taps Edward Jones executive to lead corporate strategy
Ilan Davidovici, executive vice president of corporate strategy at LPL. New hire brings mix of client…
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UBS Team with $1.25B AUM Joins LPL Financial
A South Carolina-based team managing about $1.25 billion in client assets is joining independent broker/dealer LPL…
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More Top Executives Exit Atria in Wake of LPL Integration
A slew of top executives at Atria Wealth Solutions have departed the firm, as LPL Financial…
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LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group
LPL Financial Holdings, Inc. SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today…
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Judge Orders Review of LPL Advisors Devices in Ameriprise Client Data Dispute
A federal judge ordered that nearly 30 financial advisors who moved from Ameriprise to LPL and…
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With wealth management market cooking, LPL Financial shares hit new highs.
LPL Financial is a bellwether for the broader financial advice marketplace. The market for buying and…
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LPL Promotes 5, Creating New Management Level
San Diego-based LPL Financial, the country’s largest independent broker/dealer (set to grow further with its pending…
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Marine Vet Is Latest to Join LPL from Osaic
An advisor and Marine Corps veteran with $190 million in managed assets is the latest departure…
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Fired LPL CEO Dan Arnold Settles for $12M In Stock Options
Former LPL Financial President and CEO Dan Arnold will be able to retain about 48,000 stock…
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