by Sara Forgey | Feb 12, 2026 | Uncategorized
Traditional Independent | $420M
by Sara Forgey | Feb 3, 2026 | Uncategorized
SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately...
by Sara Forgey | Jan 29, 2026 | Uncategorized
Fourth Quarter 2025 Key Financial Results: Net inco me was $301 million, translating to diluted earnings per share (“EPS”) of $3.74, up 4% from a year ago Adjusted EPS* increased 23% year-over-year to $5.23 Gross profit* increased 26% year-over-year to...
by admin | Jan 29, 2026 | Uncategorized
Passing down an inheritance can be a life-changing event and navigating the transfer of a significant amount of money and assets can pose certain challenges. Historically, inheritances don’t last. This is so common, it is described as “shirtsleeves to shirtsleeves in...
by Sara Forgey | Jan 27, 2026 | Uncategorized
Milestone highlights LPL’s enduring commitment to financial planning innovation and leadership SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have...
by Sara Forgey | Jan 27, 2026 | Uncategorized
Independent Employee | $2B
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