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LPL saw its net income swell while considering price changes meant to lower payouts on client assets.
Over the past decade, the annual revenue gap between LPL and any other independent brokerage has soared to more than 100% from less than 1%. But that doesn't mean that the No. 1 fi...
The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.
The firm brought in $25 billion during the second quarter, as it prepares to complete its Commonwealth Financial Network conversion in the fourth quarter.
In the LPL Financial 2026 Midyear Outlook edition of the Market Observatory, Chris and Sam discuss what's ahead for investors with LPL CIO Marc Zabicki.
The move for $15 billion Good Life differs from its trickier Commonwealth acquisition, which sources say has recently included bidding against RIA aggregators to keep a team.
Ilan Davidovici joined the independent broker/dealer in January from Edward Jones. The firm says its strategic direction and priorities remain unchanged.
The move comes amid increased demand for personalization and a flurry of other recent launches.
Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.
The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may b...
LPL Financial chief speaks at annual conference where the firm has announced a US$2 billion investment in tech including AI
Executives from some of the largest firms in the channel — Ameriprise, Kestra Financial, Cetera, LPL Financial and Osaic — discuss how clearing and custody fits into their approach...
The printable PDF includes rankings based on the firms' 2025 revenue as well as the number of financial advisors, compensation, total client account assets and more.
Key considerations when reviewing policies with a broker.
How mid-sized brokerages are competing for a fast-growing HNW client base without building specialist teams from scratch
PITTSBURGH, Pa. – PNC Wealth Management unveiled a new securities-based lending solution to provide enhanced liquidity and borrowing options for customers of PNC’s Premier Client p...
Private equity firm New Mountain is selling the hybrid RIA back to its founding family after completing a CEO succession plan this June.
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