LPL Financial Holdings recently received analyst upgrades highlighting expectations for improving net new asset growth, while also announcing a new insurance partnership with Simplicity Group and ...

LPL Financial (NASDAQ:LPLA) just got a stamp of approval from a Wall Street firm. UBS initiated coverage on LPL Financial ...

In addition, Merit brings on another Commonwealth team, Prudential adds two former bank advisors, and RFG Advisory lures a ...

No PII has reportedly been breached, but advisors and wealth tech execs say it should raise tough questions about data ...

In addition, Cerity Partners adds $1.1B Covenant Partners, EP Wealth pens fourth deal of the year, and Savant Wealth splashes ...

The first quarter of 2026 was rough for financial services firms, best characterized by investor jitters as markets tried to ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy ...

As the RIA M&A frenzy continues, firms in the $250 million to $500 million asset range feel pressure to sell, but holdouts remain.

LPL Financial LLC announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported ...

The conference call will be accessible and available for replay at investor.lpl.com/events. Investor Relations [email protected] Media Relations [email protected] LPL ...

LPL Financial and Raymond James both announced new advisor hires this week, adding more than $300 million in combined client ...

Merit Financial Advisors has acquired Billings, Mont.-based Strategic Retirement Plans (SRP), an independent financial advisory firm managing about $590 million in assets for 800 families that was ...