LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in November 2024. The metric was $1.76 trillion, which grew 5.1% from the prior month and 35.3% year over year.LPLA’s Performance...
Marc Cohen has been promoted to managing director at LPL Financial, overseeing business strategy and innovation.Quiver AI SummaryLPL Financial LLC has announced the promotion of Marc Cohen to managing...
Prestige Wealth Group has joined LPL Financial, expanding its advisory services for high-net-worth clients.Quiver AI SummaryLPL Financial LLC has announced that Prestige Wealth Group (PWG), led by partners...
LPL Financial's 2025 Outlook report discusses economic conditions, market forecasts, and investment strategies for the upcoming year.Quiver AI SummaryLPL Financial LLC has published its 2025 Outlook report...
Aneri Jambusaria, the Managing Director of $LPLA ($LPLA), sold 305 shares of the company on 12-05-2024. We received data on the trade from a recent SEC filing. This was a sale of approximately 7.2% of...