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SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
Summary Burney U.S. Factor Rotation ETF increased its position in LPL Financial Holdings Inc by 0.39%, purchasing 20 shares to hold a total of 5,120 shares
LPL announces appointments of Suzanne Elovic as executive vice president, head of supervision, & Mike Murphy as executive vice president, head of service.
SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL's Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success.
Robeco Institutional Asset Management B.V. increased its holdings in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 18.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,470 shares of the financial services provider's stock after buying an additional 2,251 shares during
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events.
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company's board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artificial intelligence, data and digital-first solutions.
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
Railway Pension Investments Ltd boosted its holdings in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 276.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 363,400 shares of the financial services provider's stock after acquiring an additional 266,900 shares
Insightful Analysis of Harbor Capital Appreciation Fund (Trades, Portfolio)'s Latest Portfolio Adjustments Harbor Capital Appreciation Fund (Trades, Portfolio)
LPLA posts $2.36T in brokerage and advisory assets for November, up 0.5% month over month and 34.3% year over year on advisory growth.
SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025.
Global Capital Partners (OTCMKTS:GCPL - Get Free Report) and LPL Financial (NASDAQ: LPLA - Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, dividends, profitability, valuation, earnings, risk and institutional ownership. Valuation and Earnings This table compares Global
Caldwell Trust Co purchased a new stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 8,138 shares of the financial services provider's stock, valued at approximately $3,052,000. A number of other large investors have also
Bamco Inc. NY lifted its position in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 34.6% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 222,479 shares of the financial services provider's stock after buying an additional 57,228 shares during the quarter.
Daiwa Securities Group Inc. cut its stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 20.3% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,221 shares of the financial services provider's stock after selling 3,367 shares during the period. Daiwa
SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Melissa Mirabile has joined LPL's employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
LPL Financial Holdings Inc. (LPLA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its 2026 Outlook: The Policy Engine. Reflecting on the second half of 2025 and looking ahead to the new year, this report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios in 2026.
SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm's Management Committee and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engagement and community initiatives across the enterprise.