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LPL Financial to Present at the William Blair Growth Stock Conference

by Sara Forgey | May 27, 2026 | Uncategorized

SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the William Blair Growth Stock Conference on June 3. The presentation takes place at 9:40 a.m. ET. A live audio webcast of...

LPL Financial Welcomes Soundview Wealth Management, LLC

by Sara Forgey | May 27, 2026 | Uncategorized

SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that financial advisors Michael Stevenson, David Johnson and Nikko Gronhovd, CFP® of Soundview Wealth Management, LLC, have joined LPL Financial’s broker-dealer and Registered...
Is Your Financial Plan on Track? What to Review at Mid-Year

Is Your Financial Plan on Track? What to Review at Mid-Year

by admin | May 24, 2026 | Uncategorized

Today, many people find themselves inundated by a constant stream of financial news from television, radio, and the Internet. Yet, does all this information and real-time data really help you manage your finances any better than in the past?   The...

LPL Financial Reports Monthly Activity for April 2026

by Sara Forgey | May 21, 2026 | Uncategorized

SAN DIEGO, May 21, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for April 2026. Total client assets at the end of April were $2.48 trillion, an increase of $141.4 billion, or 6.1%,...

LPL Financial Welcomes True Compass Advisors

by Sara Forgey | May 21, 2026 | Uncategorized

Traditional Independent | $870M

LPL Financial Welcomes Emerald Wealth Management

by Sara Forgey | May 21, 2026 | Uncategorized

Traditional Independent | $815M
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