Latest News and Press Releases

SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment...

LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.

SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA)...

SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly...

SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial’s...

SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor...

President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients

CEO Rich Steinmeier was joined by several LPL executives who spoke to the firm’s commitment to innovation and transformation across wealth management.

The 3-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences for advisors.

SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an...