Welcome to our dedicated page for Lpl Financial news (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on Lpl Financial stock.
LPL Financial Holdings Inc. (Nasdaq: LPLA) provides essential technology and support services to over 22,000 financial advisors nationwide. This page serves as the definitive source for official company announcements, financial results, and strategic developments.
Access real-time updates including quarterly earnings disclosures, regulatory filings, and technology initiatives that shape the advisor-mediated wealth management landscape. Our curated collection ensures investors and professionals stay informed about operational milestones, partnership agreements, and compliance updates critical to understanding LPLA's market position.
Explore press releases covering advisor recruitment trends, platform enhancements, and industry thought leadership. All content is sourced directly from LPL Financial's corporate communications, maintaining factual accuracy and regulatory compliance.
Bookmark this page for streamlined access to LPLA's financial narrative. For historical context, combine these updates with our detailed company profile analyzing LPLA's broker-dealer business model and competitive differentiators.
LPL Financial (Nasdaq: LPLA) has appointed Garrett Fish as Senior Vice President and head of Model Portfolio Management. With over 25 years of international portfolio management experience, he will lead the firm’s investment model portfolio function and serve on the Strategic & Tactical Asset Allocation Committee. Previously, Fish spent nearly two decades at J.P. Morgan Asset Management, managing various investment vehicles. His expertise will enhance LPL’s investment strategies, benefiting financial advisors and their clients.
LPL Financial announced the addition of financial advisors David Rimkus, Donald Sharko, and Thomas Phelan, who together manage approximately $285 million in assets. They have transitioned from LaSalle St. Securities to LPL’s platforms and have rebranded their firm as Harbor Lighthouse Wealth Management. The team aims to enhance client communication and support multigenerational wealth management. LPL provides extensive resources to ensure business continuity and cater to the needs of clients' descendants.
LPL Financial has released a study highlighting the favorable effects of the SECURE 2.0 bipartisan retirement legislation on Americans' savings habits. This legislation comprises three bills aimed at improving retirement security, building on the SECURE Act of 2019. Key findings from a survey of over 600 LPL-affiliated financial advisors reveal that 95% support the legislation, which includes incentives for small businesses and expansion of the Saver’s Credit. LPL’s President, Dan Arnold, emphasized the importance of this legislation in enhancing retirement options and addressing the challenges posed by the pandemic.
LPL Financial announced the addition of Menninger & Associates Financial Planning to its broker-dealer and RIA platforms. The firm, managing approximately $155 million in advisory and retirement assets, transitioned from Cetera. Michael Menninger, a certified financial planner, emphasized the importance of financial education and the goal of having all advisors obtain CFP credentials. The move to LPL is seen as a strategic fit, allowing for greater operational freedom and access to advanced technology that enhances client experiences.
LPL Financial has published its Outlook 2023 report, emphasizing a theme of 'Finding Balance' as the economy adjusts after 2022's market imbalances. Key highlights include a projected slowdown in global economic growth to the mid-2% range and the possibility of a recession in the U.S. during the first half of 2023. The report suggests that a halt in the Federal Reserve's rate hikes could lead to stock market gains, with 10-year Treasury yields expected around 3.5%. The firm aims for stability in financial advisement, promoting independence for over 21,000 advisors nationwide.
LPL Financial welcomes Financial House to its platforms, expanding its advisor network. Financial House, managing approximately $650 million in assets, has shifted from Lincoln Financial to benefit from LPL's resources and independence. Founded over 30 years ago, the firm emphasizes a client-centered approach with a team of seasoned advisors. LPL aims to enhance operational efficiency and provide more opportunities for growth and recruitment for Financial House, reflecting its commitment to supporting advisor success.
LPL Financial (Nasdaq: LPLA) announced that CEO Dan Arnold will present at the Goldman Sachs 2022 US Financial Services Conference on December 7 at 10:40 a.m. ET. A live audio webcast will be available at investor.lpl.com, with a replay accessible until December 28.
LPL Financial is a leader in supporting over 21,000 financial advisors with a commitment to advisor independence and client-focused services.
LPL Financial has appointed Adam Turnquist as its Chief Technical Strategist for the Investment Research team. Turnquist brings over 15 years of investment experience, having previously worked as Vice President at Piper Sandler. His primary role will involve leading technical analysis of global capital markets and serving on the Strategic and Tactical Asset Allocation Committee, which guides over 21,000 financial advisors. This strategic hire aims to enhance LPL's market insights and technical analysis capabilities.
LPL Financial announced a strategic agreement with Commerce Bank to transition the support of Commerce Financial Advisors to its Institution Services platform. This division, comprised of nearly 30 advisors, oversees approximately $4.4 billion in brokerage and advisory assets as of November 15, 2022. The collaboration aims to enhance service experience and technological capabilities for advisors, ultimately benefiting clients seeking personalized financial advice.
LPL Financial has welcomed Plummer Wealth Strategists to its platforms, with approximately $195 million in managed assets. Founded over 30 years ago, the firm transitions leadership from Laurence Plummer, Sr. to Laurence "LV" Plummer Jr., who aims to enhance client outreach through innovative services and technology. LV emphasized a comprehensive financial planning approach, aligning with LPL's commitment to tailor client strategies. LPL's support includes advanced tools and training that will aid Plummer Wealth Strategists in their business transformation.
