President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients
SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for its flagship annual conference Focus 2025 at the San Diego Convention Center. Monday's event began with a keynote address from LPL Financial CEO Rich Steinmeier, who spoke to LPL's role in driving t...
SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immers...
SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm's Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees.
LPL Financial (LPLA -6.53%), a leading independent broker-dealer, reported results for the second quarter of fiscal 2025 on July 31, 2025. The company delivered stronger-than-expected profitability, as non-GAAP earnings per share (EPS) of $4.51 exceeded analyst estimates, and revenue reached $3.84 billion, also ahead of expectations.
SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. “Advisor success is woven into every aspect of the Comm...
LPL Financial Holdings, Inc. (NASDAQ:LPLA ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Matthew Jon Audette - President & CFO Richard Steinmeier - CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Craig William Siegenthaler - BofA Securitie...
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