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.
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LPL Financial (Nasdaq: LPLA) announced the launch of Highland Wealth Partners by advisors Richard DeYoung and Jessica Boehm, who transition from Wells Fargo Advisors, managing approximately $280 million in advisory assets.
The move aims to provide personalized financial services and enhanced client attention, supported by LPL's Strategic Wealth Services platform. DeYoung and Boehm chose LPL for its commitment to advisor independence, transparency, and comprehensive support, enhancing their ability to serve clients' diverse financial needs.
LPL Financial (Nasdaq: LPLA) announced that CFO Matt Audette will present at the Wolfe FinTech Forum on March 10 at 1:00 p.m. ET. The presentation will be virtual, and a live audio webcast will be accessible at investor.lpl.com. A replay will be available two hours post-event and can be accessed until March 31.
LPL Financial supports nearly 20,000 financial advisors and is recognized as a top provider in various financial service sectors.
LPL Financial (Nasdaq: LPLA) announced the addition of the First Hope Wealth Management team from First Hope Bank to its Institution Services platform, enhancing its Independent Network of Consultants & Advisors. The team manages around $195 million in assets and aims to leverage LPL’s resources for improved efficiency and client service. The partnership is expected to drive growth and expand services to individuals and businesses in the community, supported by local resources from INC Advisors.
LPL Financial (Nasdaq: LPLA) has welcomed financial advisor John “Mark” Ross to its team, who brings approximately $100 million in advisory, brokerage, and retirement plan assets from Wells Fargo Advisors. Based in Bozeman, Montana, Ross specializes in serving business owners and ranchers. He has launched Two Pines Wealth Advisors, leveraging the Linsco by LPL model that offers advisors enhanced support and operational flexibility. Ross aims to prioritize client needs and utilize LPL's resources for tailored financial services.
LPL Financial LLC, a subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), reported a total of approximately $1.16 trillion in advisory and brokerage assets at the end of January 2022, down $49 billion (4.0%) from December 2021. However, the company posted net new assets of $6.1 billion for January, reflecting a 6.0% annualized growth rate. Advisory assets registered at $619.6 billion, while brokerage assets were $538.2 billion. Total client cash balances rose to $58.4 billion, marking a $1.1 billion increase from the previous month.
LPL Financial announced that financial advisors Jason J. Howard, Shane Kunz, and Chad Horne have launched an independent practice called Outcome Private Wealth. The advisors, previously with Wells Fargo Advisors, manage $1 billion in assets and aim to provide enhanced financial services. By partnering with Stratos Wealth Partners, they seek greater autonomy and innovative capabilities to offer clients improved experiences. The team's move reflects their commitment to personalized financial planning and the ability to grow through collaborations with legal and financial professionals.
LPL Financial LLC (Nasdaq: LPLA) has welcomed financial advisors Guy Blakey and Karl Willard to its network, bringing approximately $320 million in advisory, brokerage, and retirement assets. Joining from Securities America, the duo aims to provide holistic financial advice and wealth management services through a partnership with Synergy Wealth Alliance. This alignment will enhance their business continuity and client service, leveraging LPL's advanced technologies and resources. The addition reflects LPL's commitment to empowering advisors, ensuring a strong succession plan for client engagement.
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LPL Financial (Nasdaq: LPLA) has welcomed Planify Group to its broker-dealer and RIA platforms. Previously affiliated with MassMutual, Planify manages approximately $550 million in advisory and brokerage assets. The team of experienced financial advisors aims to provide personalized financial solutions to diverse clients, emphasizing a client-first approach. Their partnership with LPL and Cornerstone will enhance their service capabilities through improved technology and resources, enabling them to offer comprehensive experiences tailored to clients' needs.