LPL Financial Holdings has just seen a very small reset to its model fair value, with the estimate now around US$448.38 compared with about US$448.33 previously, alongside a slightly lower discount ...

For LPL Financial, it's the big deals like its purchase of Commonwealth Financial Network that often grab the most attention. Processing Content But its position as the largest independent ...

LPL Financial said it was reducing fees to advisors on several platforms as it reported a robust increase in assets to $2.3 trillion following its acquisition of Commonwealth Financial Network in a ...

With its competing wealth management firms doing their best to recruit away Commonwealth Financial Network financial advisors, LPL Financial Holdings Inc. has signed up nearly 80% of the firm’s 3,000 ...

LPL Financial closed on its acquisition of Commonwealth Financial Network, the Waltham, Mass.-based independent broker/dealer with 3,000 advisors and $305 billion in assets, in August. Since then, ...

LPL Financial has bought a minority stake in Private Advisor Group, a wealth management firm with more than $41.3 billion in assets under management as of June 30. The companies didn’t disclose terms ...

As LPL Financial nears its goals for retaining Commonwealth assets, the firm's internal recruiters are finding more time to devote to pulling advisors from wirehouses and other industry rivals.

Spheria Asset Management, an investment management company, released its October 2025 “Spheria Global Opportunities Fund” investor letter. A copy of the letter can be downloaded here. The fund ...

We recently upgraded LPL Financial’s LPLA economic moat rating to wide from narrow, reflecting our view that the company is poised to emerge as a long-term winner in the quickly growing independent ...

LPL Financial has acquired a minority stake in Private Advisor Group, as the independent-broker dealer expands its grip on assets from independent advisors. Private Advisor Group, which manages over ...

SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across its advisory platforms, ...