LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody. LPL Financial’s planned acquisition ...

Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be ...

CEO Ritik Malhotra is leveraging Savvy Wealth's Fidelity partnership in offers to Commonwealth advisors, alongside ...

LPL Financial LLC raised its stake in Fidelity Momentum Factor ETF (NYSEARCA:FDMO – Free Report) by 13.9% during the fourth quarter, according to the company in its most recent Form 13F filing ...

LPL Financial LLC’s holdings in Fidelity MSCI Energy Index ETF were worth $17,015,000 as of its most recent SEC filing. A number of other hedge funds have also recently added to or reduced their ...

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 ...

Consider working with a financial advisor as you plan ... to stop working can have a big impact on how much income you need from your own savings,” Fidelity says. “This, in turn affects ...

However, investors should consider market risks and operational challenges, particularly in the integration of acquisitions, which could impact margins. The future performance of LPL Financial ...

LPL Financial promotes five executives to Managing ... firm and demonstrate an acknowledgement of the broadening scope and impact of the firm’s leaders in a variety of functions.