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 ...

The broker-dealer giant has opened up a new management level, elevating several longtime leaders who've supported key pillars ...

Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been promoted from executive vice presidents to managing directors, LPL announced Tuesday. Current managing directors ...

LPL Financial LLC owned 1.66% of Fidelity MSCI Consumer Staples Index ETF worth $19,015,000 as of its most recent SEC filing. A number of other large investors have also made changes to 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 ...

LPL Financial LLC owned about 1.78% of Fidelity MSCI Utilities Index ETF worth $22,927,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

R ich Steinmeier doesn’t want to think of LPL Financial as just an independent broker-dealer. Now six months into his stint as LPL’s CEO, Steinmeier says his firm wants to com ...

These same portfolio constraints also impact investors seeking ... balance goes above the $25,000 mark, Fidelity Go gives you access to a financial advisor at no extra cost. Investors who are ...

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 ...

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.