As one of the largest aggregators of proprietary advisor data, LPL created the AGS to provide insights into industry trends that drive growth for financial advisors and institutions. The data is ...

Strong performers invest in planning, especially for complex or multigenerational needs, and lean heavily on advisory assets over simple brokerage. When advisors hold 60 %+ of client assets in ...

The 90% target has been the stated goal for LPL Financial since it announced the acquisition at the end of March. According to Steven Chubak, managing director of Wolfe Research and a leading ...

In recent years, LPL Financial has prioritized growth in advisory headcount by expanding its affiliation models, broadening its array of higher-touch services and its product shelf, allowing it to ...

Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 6.3% in the afternoon session after a broad market sell-off triggered by a dismal August jobs report that signaled a ...

Raymond James Financial scooped up three advisor teams that previously oversaw more than $780 million in combined assets, according to company announcements this week. All three teams were previously ...

LPL Financial recruited a team of financial advisors that oversaw $700 million in client assets at Wedbush Securities, LPL said Tuesday.