TD Cowen analyst Bill Katz lowered the firm’s price target on LPL Financial (LPLA) to $368 from $423 and keeps a Buy rating on the shares.

LPL Financial LLC, a leading wealth management firm, announces the appointment of Vaughn Harvey as executive vice president and chief data and artificial intelligence (AI) officer. Harvey will lead ...

Rich Steinmeier, CEO of LPL Financial Holdings Inc., first reached out to Joe Deitch, owner and chairman of Commonwealth ...

Vaughn Harvey brings more than 25 years of experience in enterprise data strategy as LPL doubles down on advisor-facing AI ...

LPL Financial held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news ...

The deal, expected to close in the second half of the year, will bring in $16 billion in client assets and 110 advisors.

LPL Financial said it would acquire Commonwealth Financial Network, a privately owned wealth management company with about ...

LPL Financial Holdings today announced that it has reached an agreement with First Horizon Bank, the banking subsidiary of First Horizon Corporation, in which the bank will transition its ...

Rich Steinmeier doesn’t want to think of LPL Financial as just an independent broker-dealer. Now six months into his stint as ...

LPL Financial Holdings agreed to acquire independent wealth management firm Commonwealth Financial Network for about $2.7 billion. Under the transaction structure, wealth management firm LPL will ...

LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced the pricing of an underwritten public offering of ...

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 ...