Browsing Tag
LPL Financial LLC
19 posts
LPL-Commonwealth Deal Ushers in New Era of Opportunity for Indy Advisors: Imperity Advisors
Firm focused on independent FAs applauds acquisition for strengthening what advisors care about most: service, support and choice
Prudential, LPL Expand Partnership to Offer Lifetime Income Strategies
The collaboration builds upon the previous integration of Prudential Advisors with LPL
Corporate Roundup: LPL Financial Sees Greener Grass with Anna Kendrick in Ad Campaign
LPL Financial partners with Anna Kendrick on multimedia campaign, Savi launched AI-powered solution, and more
LPL Financial Buys Commonwealth in $2.7B Deal
Commonwealth's conversion to the LPL platform is expected to be completed in mid-2026
LPL Reaches Settlement with Fired CEO
Dan Arnold will receive nearly 15% of what he would have earned through severance if he had been fired "for good reason"
LPL CEO Fired Over Workplace Misconduct
The termination follows the recommendation by a special committee of directors, LPL Financial stated
AI on the Brain at LPL’s Focus 2024
Annual gathering this week in San Diego delves into how artificial intelligence can transform financial advisors’ workflow
LPL Financial Acquiring Atria Wealth Solutions
Deal expected close later this year includes an upfront price of $805 million
LPL Financial Acquires $6.5 Billion Broker-Dealer
LPL Financial will buy Crown Capital Strategies, a broker-dealer and RIA with 260 financial advisors
Which Financial Firms Shine (and Shrink) in Customer Satisfaction?
Overall, Americans’ dissatisfaction with most financial services has halted