The team at Charter Oak Wealth Partners turned to LPL after extensive market research to enhance service capabilities and propel the next phase of its development. Like Academy Financial, which joined ...

LPL Financial (LPLA) announced that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial ...

Matthew Audette; Chief Financial Officer, Principal Accounting Officer; LPL Financial Holdings Inc Steven Chubak; Analyst; Wolfe Research Alexander Blostein; Analyst; Goldman Sachs & Company ...

SAN DIEGO, Jan. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that father and son financial advisors William “Bill” Bruen, Jr., and Andrew Bruen have joined LPL ...

A California-based team of advisors managing about $1 billion in client assets is the latest team to leave Osaic for LPL Financial. Manhattan Beach, Calif.-based Salient Wealth Planning Group is ...

LPL Financial saw its net new asset haul surge in the fourth quarter as it welcomed the wealth management unit of the insurer Prudential into its fold. LPL reported Thursday that it hauled in $68 ...

30, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today announced results for its fourth quarter ended December 31, 2024, reporting net income of $271 ...