Ilan Davidovici Ilan Davidovici Executive Vice President, Corporate Strategy LPL Financial SAN DIEGO, Jan. 12, 2026 (GLOBE ...
Both were reported recently to Maine’s Attorney General, which publishes such incidents online. LPL reported its data breach ...
Nationwide promotes leaders in its retirement plans and financial services businesses; AssetMark’s Erin Wood and ...
New hire brings mix of client experience, digital and consulting chops as the independent broker-dealer behemoth leans into ...
LPL Financial LLC, a leading wealth management firm, today announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, ...
JPMorgan seeks restraining order against ex-advisor Kevin Sercia for allegedly soliciting clients after joining LPL Financial ...
SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...
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 ...
Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning ...
LPL Financial Holdings has reached a definitive agreement to acquire Commonwealth Financial Network in a deal valued at around $2.7bn. The deal is slated for completion in the second half of 2025, ...
SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) ...
LPL Financial LLC announced that financial advisor Justin Lotano, CDFA®, has joined its platforms, bringing with him around $250 million in assets from his previous position at Wells Fargo Advisors ...