The Portfolio returned 4.36% gross, outperforming the Russell Midcap Growth Index return of 2.78%. Read the full report to ...

The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to ...

Cetera welcomes Guided Financial Strategies, LLC, led by advisors Rick Dickinson and firm founder Alan Hughes who oversee approximately $250 million in assets under administration*. The firm joins ...

Doug Knobelauch grew up in Baldwin, New York, and attended St. Michael's College in Burlington, Vermont, where he ...

Zions Bancorporation, National Association ( ZION) Goldman Sachs 2025 U.S. Financial Services Conference December 9, 2025 1:40 PM EST ...

SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel Linsco by LPL Financial to launch ...

SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage ...

Morrissey, who was brought on three years ago to grow Atria's independent channel, is the latest to leave the firm as LPL ...

LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in November 2025. The metric was $2.36 trillion, ...

LPL Financial Holdings has seen a fresh uplift in its fair value estimate, with the price target moving from about $421 to roughly $448 per share as analysts recalibrate their models following the ...

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...

Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief ...