Financial Planning1h
LPL's Steinmeier 'maniacally focused' on making Commonwealth advisors feel at home
The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast ...
Why Fidelity Likely Will Take a Hit From LPL Financial’s Big Deal
LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on ...
InvestmentNews2d
LPL purchase of Commonwealth started with CEO's email
Rich Steinmeier, CEO of LPL Financial Holdings Inc., first reached out to Joe Deitch, owner and chairman of Commonwealth ...
Financial Planning1d
Commonwealth wins appeal of $93M SEC penalty ahead of LPL purchase
A court of appeals agreed with Commonwealth's contention that a jury should decide if investors were harmed by investment ...
LPL Financial (LPLA) Receives a Rating Update from a Top Analyst
In a report released yesterday, Craig Siegenthaler from Bank of America Securities maintained a Buy rating on LPL Financial (LPLA – Research ...
LPL Financial: Positioned To Accelerate Market Expansion Through Commonwealth Acquisition
LPL Financial has outperformed the financial sector and broader market, driven by favorable regulatory conditions and ...
LPL Financial Held Talks to Acquire Commonwealth, Reports Say
LPL Financial held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news ...
LPL Financial: Stay The Course
LPL Financial is back on sale after getting dragged down by the broader market turmoil. Read more about LPLA stock here.
Financial Advisor IQ12h
LPL Exec Joins Wells as Head of FA Recruiting
Farhad Firoozi joined Wells on Tuesday, a spokesperson for the bank confirmed. Firoozi replaces Brendan Krebs, who left for PNC Investments in November. The role since Krebs' departure had been ...