LPL Financial has officially closed its acquisition of Atria Wealth Solutions, the independent broker-dealer announced ...
Wealth Enhancement Group has acquired FinTrust Capital Advisors, a hybrid registered investment advisor headquartered in ...
LPLA acquires Altria Wealth Solutions to empower independent financial advisors. Also, the board appoints a new CEO following the termination of the previous CEO.
We are maintaining our recently increased fair value estimate of $314 for LPL Financial after the departure of CEO Dan Arnold. Our fair value estimate correlates to a price/forward adjusted earnings ...
Rich Steinmeier, managing director and chief growth officer, will serve as interim CEO, effective immediately.
With the deal finished, the broker-dealer colossus is moving on to the critical task of assimilating roughly 2,400 advisors ...
Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) announced the close of its acquisition of Atria Wealth Solutions, Inc., (“Atria”), a wealth ...
LPL Financial provides an advisory and brokerage platform for advisors, broker/dealer services for financial institutions, and resources for practice management. At the end of 2023, advisors on LPL's ...