The National Law Review

LPL Financial Welcomes Concentric Wealth Management

SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment ...
The National Law Review

LPL Welcomes Financial Advisor Michael Carmichael

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...
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LPL Financial launches cash management account to integrate banking, investing

LPL Financial (LPLA) announced the launch of its Cash Management Account, CMA, a solution designed to simplify clients’ financial lives by integrating traditional banking features with investing.
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There’s a New Front in the Legal War Between LPL Financial and Ameriprise

There is a new twist in the multifaceted legal war between wealth management companies LPL Financial and Ameriprise. LPL this week sued its rival for allegedly sending misleading data breach notices ...
Nasdaq

LPL Financial to Acquire Commonwealth Financial Network

SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) ...