Financial Planning5m
Fueled by deals, LPL's net new assets, headcount surge in Q4
LPL Financial saw its net new asset haul surge in the fourth quarter as it welcomed the wealth management unit of the insurer ...
LPL Earnings Beat Estimates as Advisor Head Count and Expenses Rise
LPL Financial handily beat Wall Street expectations with its fourth quarter report Thursday evening. The financial services ...
LPL Financial Holdings Inc. Q4 Profit Increases, Beats Estimates
LPL Financial Holdings Inc. (LPLA) released earnings for its fourth quarter that increased from the same period last year and beat ...
LPL Financial Announces Fourth Quarter and Full Year 2024 Results
Client cash balances as a percentage of total assets were 3.2%, up from 2.9% in the prior quarter and down from 3.6% a year ago Key Capital and Liquidity Results: Full Year 2024 Key Financial Results: ...
LPL Recruits $1 Billion Advisor Team From Osaic
LPL Financial said it recruited an advisor team from Osaic where the group oversaw $1 billion in client assets, making it the ...
Multiple Tailwinds Boosted LPL Financial Holdings (LPLA) in Q4
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter ...
Financial Advisor3d
LPL Recruits UBS Father-Son Team With $1.3B AUM
A father-son team that managed about $1.3 billion in advisory, brokerage and retirement plan assets at UBS has joined LPL Financial’s broker-dealer, RIA and custodial platforms, according to a news ...