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The executives said that one RIA focused on Commonwealth’s financial advisors is Concurrent Investment Advisors, with $9.9 ...
LPL Financial LLC lifted its holdings in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Free Report) by 5.7% in the ...
Detailed price information for Lpl Financial Holdings (LPLA-Q) from The Globe and Mail including charting and trades.
LPL Financial LLC lifted its stake in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) by 50.2% in the 4th quarter, Holdings Channel.com reports. The firm owned ...
LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody. LPL Financial’s planned acquisition ...
The broker-dealer giant has opened up a new management level, elevating several longtime leaders who've supported key pillars ...
Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been promoted from executive vice presidents to managing directors, LPL announced Tuesday. Current managing directors ...
LPL Financial’s planned acquisition Commonwealth Financial Network marks a significant deal for the wealth management company. It also represents the potential loss of a big client for Fidelity.
The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.) ...
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