Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.

LPL Financial Holdings Inc. (NASDAQ:LPLA) has reached an impressive milestone, with its stock price soaring to an all-time high of $346.56. The company, now valued at over $25 billion, maintains a P/E ...

International Assets Investment Management LLC lowered its position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 99.6% in the fourth quarter, according to the company in its ...

The deal to acquire Zimmerman Investment Management & Planning is Georgia-based Merit’s third deal in recent weeks.

Austin, Texas-based broker-dealer and wealth manager Kestra Financial today announced its head of wealth management, John V. Amore, will assume the role of president in April. Stephen Langlois, the ...

James Poer is the CEO of company owner Kestra Holdings. The firm ranked 12th in gross revenue in Financial Advisor ... his careet includes time logged at LPL, where he was an executive vice ...

Paul Atkins, nominee to serve as chairman of the Securities and Exchange Commission: Wealth management professionals can ...

Wealth Enhancement, a national independent wealth management firm with over $102.9 billion in client assets, has announced the acquisition of the Scribner Team, a hybrid investment advisory team in ...

LPL Financial (LPLA) announced that Marcus Alexander has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Alexander ...

SAN DIEGO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth ...

Fintel reports that on January 6, 2025, UBS upgraded their outlook for LPL Financial Holdings (NasdaqGS:LPLA) from Neutral to Buy. As of December 23, 2024, the average one-year price target for ...