News

Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of ...
LPL Financial is channeling restaurateur Will Guidara 's concept of "unreasonable hospitality" to elevate its service, said Chief Executive Officer Rich Steinmeier, charging an ever-expanding roster ...
We are slightly increasing our fair value estimate for LPL Financial to $358 from $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 19 times and an enterprise ...
The broker-dealer giant has opened up a new management level, elevating several longtime leaders who've supported key pillars ...
LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.
LPL Financial LLC (Nasdaq:LPLA), today announced that five of its executives have been promoted into new Managing Director roles. Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent ...
The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.) ...
Rich Steinmeier, CEO of LPL Financial Holdings Inc., first reached out to Joe Deitch, owner and chairman of Commonwealth ...
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL ...
LPL Financial (LPLA) is acquiring Commonwealth Financial Network, a privately owned wealth management firm with nearly 3,000 advisors, for ...
and their commitment to the success of their Advisors is embedded in all aspects of their business,” said Rich Steinmeier, LPL Financial chief executive officer. “A complement to LPL’s ...
Nearly six months after suddenly becoming CEO of LPL Financial, Rich Steinmeier is settling into his new role and setting his sights on a new North Star for the wealth management company.