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 ...

Almost a quarter of the way through the 21st century, high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals are preparing to hand over trillions of dollars to their children and ...

Artificial intelligence stands to reshape the human experience, and the wealth management industry is no exception. According to PwC’s 2023 Global Asset and Wealth Management Survey, assets managed by ...

While my family was far from perfect with money, I'm grateful that my dad was obsessed with the principles of building wealth. By the time I was 21 years old, what little money I had from waiting ...