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 (Nasdaq: LPLA) announced on January 12, 2026 that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role he will lead corporate strategy, shape long-term vision, evaluate growth opportunities and partner across the organization to advance enterprise priorities.
Davidovici brings 20+ years of experience including senior roles at Edward Jones, Salesforce and Deloitte, and earlier co-founding Citadel Trust Advisors. He is based in LPL’s New York office. The company supports ~32,000 financial advisors, ~1,100 institutions and custodians approximately $2.3 trillion in brokerage and advisory assets for about 8 million Americans.
LPL Financial (Nasdaq: LPLA) will report fourth quarter and full year 2025 financial results after market close on Thursday, January 29, 2026 and will host a conference call to discuss results at 5:00 p.m. ET the same day.
The call will be accessible and available for replay at investor.lpl.com/events. LPL supports over 32,000 financial advisors, services approximately 1,100 financial institutions, and custodies about $2.3 trillion in brokerage and advisory assets for roughly 8 million Americans.
LPL Financial (Nasdaq: LPLA) announced on January 8, 2026 that Somesh Khanna was elected to its board of directors as an independent director. Khanna is a senior advisor at McKinsey & Company, executive co-chair of Apexon, and a board member of KeyCorp and Persado. He brings 30+ years of experience in consulting and financial services with expertise in digital transformation, AI, data strategy and organizational productivity. The announcement highlights Khanna's background in banking, McKinsey Digital leadership, and prior CEO role at a digital business partnered with J.P. Morgan.
LPL Financial (Nasdaq: LPLA) announced that advisors Spencer W. Rand, CFP and Michael J. Williams, CFP of Rand, Williams & Associates, LLC joined LPL’s broker-dealer and RIA platforms on Jan 8, 2026.
The team reported serving approximately $260 million in advisory, brokerage and retirement plan assets and moved from Osaic. The Monterey-based firm has roots going back 40 years and the advisors each have over 20 years of experience.
LPL Financial (Nasdaq: LPLA) released its November 2025 monthly activity report showing $2.36 trillion in total advisory and brokerage assets, up $12.5 billion (0.5%) month-over-month and 34.3% year-over-year. Total organic net new assets were $6.7 billion in November, a 3.4% annualized growth rate (prior to onboarding/off-boarding impacts: $6.8 billion, 3.5% annualized).
Client cash balances totaled $54.6 billion, down $0.3 billion M/M; money market sweep balances fell by 41.5% M/M after conversions. Net buying for November was $12.9 billion.
LPL Financial (Nasdaq: LPLA) announced that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel Linsco to launch Forest Lake Wealth Partners in Albany, New York, effective Dec. 11, 2025.
Mirabile joins from UBS and reported serving approximately $280 million in advisory, brokerage and retirement plan assets. The team includes Casey Mirabile and Lars Olson and focuses on tailored financial planning, estate planning and tax management while limiting client count to deepen relationships.
LPL said Linsco provides autonomy, dedicated support and technology; the firm supports over 32,000 advisors and services about $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq: LPLA) released its 2026 Outlook: The Policy Engine on December 9, 2025, presenting a data-driven view of the economic and market landscape for 2026. LPL expects policy — fiscal and monetary — to be the primary market driver, with continued volatility and momentum-based moves dominating fundamentals. The report highlights AI investment and fiscal spending as growth supports, rising concentration in mega-cap tech as a valuation risk, and the need for diversification and noncorrelated alternatives. LPL reiterates patience, disciplined rebalancing, and selective additions on pullbacks. Company footprint cited: ~32,000 advisors, ~$2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq: LPLA) announced on Dec 5, 2025 that Matthew Morningstar has joined as group managing director and chief legal officer. He will join the Management Committee and lead the Legal, Policy and Community Impact teams.
Morningstar returns to LPL after previous leadership roles at the firm and most recently served as chief counsel of litigation and M&A legal at MetLife, where he led global strategy for transactions, litigation and regulatory enforcement matters. He also serves on SIFMA’s Compliance and Legal Society executive committee.
The appointment reinforces LPL’s legal and public policy capabilities as the firm supports over 32,000 advisors and services approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq: LPLA) will mark the 15th anniversary of its IPO with a Nasdaq bell-ringing ceremony on December 8, 2025 at 9:30 a.m. ET. The company highlights growth since its November 18, 2010 IPO: advisors served rose from ~12,000 to >32,000, brokerage and advisory client assets grew from ~$300 billion to ~$2.3 trillion (about a 15% CAGR), and stock price appreciation rose from $30 to >$360 (near a 20% CAGR). Executives and 15-year-tenured employees will attend; a livestream will be available via Nasdaq.
LPL Financial (Nasdaq: LPLA) said Chief Executive Officer Rich Steinmeier will present at the Goldman Sachs Financial Services Conference on December 9, 2025 at 8:00 a.m. ET.
A live audio webcast will be available at investor.lpl.com, with a replay posted after the presentation. The company supports over 32,000 financial advisors, services approximately $2.3 trillion in brokerage and advisory assets, and serves about 8 million clients through roughly 1,100 financial institutions.