LPL Financial is developing technology, paraplanning services, insurance and strategic partnerships aimed at serving more high net worth clients, according to CEO Dan Arnold. After LPL said on Feb. 2 ...

COLLEGE STATION, Texas, Nov. 17, 2022 /PRNewswire/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial (LPLA). As part ...

Faced with a stock market that was down almost 20% for the year, LPL Financial Holdings Inc., the powerhouse recruiter in the independent broker-dealer industry, reported late Thursday that recruiting ...

LPL Financial said its total recruited assets for 2022 were $82 billion, down about 8% from 2021. That included $15 billion of recruited assets in the fourth quarter 2022, up from nearly $13 billion ...

Good afternoon, and thank you for joining the Fourth Quarter 2022 Earnings Conference Call for LPL Financial Holdings Inc. Joining the call today are our President and Chief Executive Officer, Dan ...

CHARLOTTE, N.C., Dec. 21, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced it has earned recognition from Newsweek as a Most Responsible Company in 2023, ranking among 500 of the U.S.'s ...

LPL Financial has added a Franklin, Tenn.-based advisor with about $600 million in client assets from UBS. Advisor Austin Greer launched Oxford Oaks Capital, operating under LPL’s employee advisor ...

Markets Insider and Business Insider Editorial Teams were not involved in the creation of this post. LPL Financial Holdings NewsMORE Related Stocks Indices Commodities Currencies Stocks ...

Advisory assets decreased 9% year-over-year to $583 billion Advisory assets as a percentage of total assets decreased to 52.5%, down from 53.3% a year ago Organic net new advisory assets were $13 ...

LPL Financial Holdings Inc. (NASDAQ: LPLA) Q4 2022 Earnings Call Transcript February 2, 2023 Operator: Good afternoon, and thank you for joining the Fourth Quarter 2022 Earnings Conference Call for ...