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) announced on Oct 31, 2025 a fee reduction and simplified pricing across its advisory platforms, effective July 1, 2026. Key changes include: SAM administrative fees reduced for advisors managing ≥$75M with fees waived at $250M (previously $500M); MWP advisor-paid pricing cut by up to 40% for $100k–$500k accounts; and GWP client platform fee lowered from 35bp to 25bp. The company cites nearly 80% of organic net new assets flowing into advisory solutions and said it has returned nearly $50M in savings to advisors and clients over two years. LPL supports ~32,000 advisors and custodying ~$2.3T in assets.
LPL Financial (Nasdaq: LPLA) announced that partners John Edgecomb and Robb Edgecomb of Edge Wealth Advisory Group joined LPL’s broker-dealer and RIA platforms effective Oct. 28, 2025. The team reports serving approximately $200 million in advisory, brokerage and retirement plan assets and relocated from Raymond James, operating near Austin, Texas (Granite Shoals and Gonzales).
The father-son team has a combined 65 years of experience and cited LPL’s independence, technology, AI planning tools and investment platform as reasons for the move.
Commonwealth Financial Network (Nasdaq: LPLA) held its National Conference in National Harbor, MD, October 19–22, 2025, drawing more than 2,000 attendees of advisors, home office staff, and partners under the theme “One Community. Unlimited Possibilities.”
The event was the first flagship conference since LPL Financial acquired Commonwealth on August 1, 2025, and featured joint sessions with LPL leadership, keynote speakers Lin-Manuel Miranda and Doris Kearns Goodwin, networking Hub experiences, a Next‑Gen preconference, Talent Exchange with four universities, and multiple give-back activities. Commonwealth said advisor onboarding to the LPL platform is expected to be completed in Q4 2026.
LPL Financial (Nasdaq: LPLA) announced that Shawn Gentle of Gentle Family Wealth Partners has joined LPL’s broker-dealer and corporate RIA platform effective Oct. 23, 2025.
Gentle is based in Birmingham, Ala., brings 37 years of experience and reported approximately $280 million in advisory, brokerage and retirement plan assets. He joins from Raymond James and serves clients across the Southeast, including retirees, business owners and charitable donors.
LPL highlighted its technology, cybersecurity focus, autonomy for advisors and succession resources. Firm metrics cited: over 29,000 advisors and approximately $1.9 trillion in assets custodied as of June 30, 2025.
LPL Financial (Nasdaq: LPLA) announced that advisors Stephen Carleton and Tom Niles have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Paddock and Pine Wealth Partners on Oct. 14, 2025.
The team reported serving approximately $330 million in advisory, brokerage and retirement plan assets and joined LPL from Janney. Based in Saratoga Springs, NY, they bring nearly 55 years of combined experience and have worked together for 10 years. They cited Linsco’s autonomy, integrated wealth-management platform, field support, and retail hybrid capabilities as reasons for the move.
LPL noted it supports over 29,000 advisors and custodys approximately $1.9 trillion in brokerage and advisory assets as of June 30, 2025.
LPL Financial (Nasdaq: LPLA) will report third quarter 2025 results after market close on Thursday, October 30, 2025 and will host a conference call the same day at 5:00 p.m. ET. The call will be accessible live and available for replay at investor.lpl.com/events. Contact emails for investor and media inquiries are provided.
The company reported advisor and asset metrics as of June 30, 2025: supporting over 29,000 financial advisors, servicing approximately 1,100 financial institutions, and custodying about $1.9 trillion in brokerage and advisory assets for roughly 7 million Americans.
Commonwealth added Vahanian & Associates Financial Planning to its independent advisor network on October 7, 2025. The Saratoga Springs team oversees nearly $230 million in client assets and joined from Osaic seeking greater independence and personalized service.
LPL Financial Holdings (Nasdaq: LPLA) acquired Commonwealth in August 2025; Commonwealth will operate as a wholly owned portfolio company and advisors are expected to be onboarded to LPL’s platform by Q4 2026.
LPL Financial (Nasdaq: LPLA) announced that advisors Justin Flowers and Wally Bradley joined Linsco by LPL to launch Flowers-Bradley Wealth Management on October 7, 2025. The Atlanta-based team reported servicing approximately $320 million in advisory, brokerage and retirement plan assets and brings nearly 40 years of combined experience.
The advisors moved from Truist seeking greater autonomy and access to LPL’s integrated wealth-management platform, branch support, and marketing resources. LPL noted it supports over 29,000 advisors and custodys about $1.9 trillion in assets as of June 30, 2025.
LPL Financial (NASDAQ:LPLA) announced that Thomas Kinslow and Brian Sanford, formerly with Morgan Stanley, have joined Commonwealth-affiliated Union Street Financial. The advisors bring nearly $350 million in client assets to the firm, which specializes in serving ultra-high-net-worth clients.
The move strengthens Union Street Financial's capabilities in strategic stock options and equity compensation planning. The transition leverages Commonwealth's service expertise combined with LPL's technology and wealth management solutions, following LPL's acquisition of Commonwealth Financial Network in August 2025.
The integration of Commonwealth advisors onto LPL's platform is expected to complete by Q4 2026.
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