LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been ...
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Rand, Williams & Associates, LLC and LPL ...
The KraneShares ETFs and KFA Funds ETFs are distributed by SEI Investments Distribution Company (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456, which is not affiliated with Krane Funds Advisors, LLC, ...
The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to provide financial planning.
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”) ...
CHICAGO, Jan. 2, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced it added two senior financial advisors from ...
Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With ...
There is a new twist in the multifaceted legal war between wealth management companies LPL Financial and Ameriprise. LPL this week sued its rival for allegedly sending misleading data breach notices ...
According to a filing last week with the Securities and Exchange Commission, LPL Financial in 2024 reported $2.14 billion in advisor loans, net, compared to the year earlier, when it reported $1.36 ...
The exodus of financial advisors leaving Osaic for LPL Financial accelerated with two more advisory teams managing billions of dollars making the transition. LPL, the largest independent broker-dealer ...
The S&P 500 entered 2026 on the wrong foot, which doesn't bode well for potential yearly returns.
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...
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