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) is a wealth management and investment advice company that operates in the financial advisor–mediated marketplace. Through LPL Financial LLC and related entities, the firm supports tens of thousands of financial advisors and the wealth management programs of numerous financial institutions, servicing and custodying brokerage and advisory assets for millions of Americans.
This news page highlights LPLA-related developments, reflecting how the company grows and manages its platform. Readers can find coverage of advisor teams and firms choosing to join LPL’s broker-dealer and Registered Investment Advisor platform or its employee advisor channel, including practices such as Oak Bridge Financial, Rand, Williams & Associates and Forest Lake Wealth Partners. These stories illustrate why advisors transition to LPL, often citing autonomy, technology capabilities, operational flexibility and support.
News items also include leadership and governance updates, such as appointments of senior executives in areas like supervision, service, legal and corporate strategy, as well as the election of independent directors to the board. In addition, LPL issues releases on its earnings release schedule, monthly activity metrics and research publications like the firm’s 2026 Outlook, which provides a data-driven view of the economic and market environment.
Investors, advisors and other interested readers can use this page to follow recurring themes in LPL’s news flow, including advisor recruitment, corporate strategy, board composition, regulatory and legal leadership, and platform growth indicators. By reviewing these updates over time, users gain insight into how LPL manages its wealth management platform and supports the advisors and institutions that rely on its services.
LPL Financial has announced that financial advisor Michael Markovich has joined the firm to launch Encompass Wealth Management in Denver, Colorado. Markovich brings approximately $60 million in advisory, brokerage, and retirement assets and has nearly 30 years of experience in finance. He aims to leverage LPL's resources while offering personalized financial advice for high-net-worth clients. Markovich noted the flexible support from LPL's Linsco model, which includes marketing and administrative assistance, as a significant advantage for his practice.
LPL Financial (Nasdaq: LPLA) has welcomed Humanity Wealth Advisors to its platform, enhancing its broker-dealer and advisory services. Humanity Wealth Advisors, with approximately $250 million in advisory and brokerage assets, transitioned from Wells Fargo Advisors. Founder Harry Sherdil emphasized the importance of independence and the ability to serve underserved investors, aiming to educate those new to investing. The partnership promises access to diverse financial products and aligns with LPL's commitment to support advisors in meeting evolving client needs.
LPL Financial (Nasdaq: LPLA) released its Outlook 2022 report, predicting robust economic growth and stock performance driven by consumer choices and business investments. The U.S. economy is expected to grow between 4.0% to 4.5% in 2022, aided by record stimulus and vaccinations. Analysts project the S&P 500 to reach 5,000 to 5,100 by year-end, favoring U.S. stocks and value sectors. Interest rates could rise modestly, with a forecast of 1.75% to 2.00% for the 10-year Treasury yield.
LPL Financial LLC (Nasdaq: LPLA) announces the launch of Point 32 Investment Partners by Brian Nydegger, who transitions from RBC Wealth Management. With approximately $420 million in advisory and brokerage assets, Point 32 aims to provide tailored services primarily to high-net-worth individuals and small businesses. The firm values independence while utilizing LPL's Strategic Wealth Services for operational support. Brian, honored to continue his late father's legacy, emphasizes their commitment to client care and socially responsible investing.
LPL Financial has welcomed HPK Provident Advisors to its platforms, bringing approximately $230 million in advisory and brokerage assets. The firm, which has a legacy that dates back to the 1960s, aims to enhance its services through LPL’s innovative technology and resources. Advisors express optimism about regaining valuable time to focus on client support, and LPL is committed to providing tools that empower advisors to better serve their clients. This partnership underscores LPL’s dedication to facilitating advisor independence and personalized financial guidance.
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LPL Financial welcomes the newly rebranded Clearview Wealth Partners to its broker-dealer and RIA platforms. The Clearview team, composed of seasoned financial advisors, manages approximately $500 million in assets. They transitioned from Lincoln Financial Advisors for enhanced independence and client service, leveraging LPL's advanced technology and The Financial Services Network's local support. The move is expected to enrich client experiences and the firm's growth potential, positioning Clearview to better serve business owners, executives, and athletes.
LPL Financial LLC, a subsidiary of LPL Financial Holdings (LPLA), reported October 2021 activity with total advisory and brokerage assets hitting approximately $1.18 trillion, an increase of 4.2% from September. The company saw total net new assets of $7.2 billion, equating to a 7.6% annualized growth rate, with advisory assets contributing $6.6 billion at a 13.2% growth rate. Client cash balances rose slightly to $50.9 billion. Notably, while asset figures grew, net new advisory assets declined from $9.6 billion in September.
LPL Financial LLC announced that First Citizens Investment Center has joined LPL’s Institution Services platform, reporting approximately $235 million in brokerage, advisory, and retirement plan assets. Previously affiliated with Cetera Investment Services, First Citizens aims to enhance client experiences through LPL's innovative technology and resources. The investment center, part of First Citizens Bank, is focused on providing wealth management services to the community. LPL Financial continues to support financial advisors with access to a robust platform and strategic support to drive growth.
LPL Financial announces the opening of a new office in Charlotte, N.C., led by advisors Al Winget, Rob Benton, and Andrew Robson. The team, which previously managed about $745 million in assets, is now part of LPL's employee advisor model, Linsco. This location aims to enhance personalized financial planning and provide clients with a high level of service. With plans for future growth, the Charlotte office is positioned to become one of Linsco's largest offices.
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