Agreements from LPL Financial and Betterment top a host of merger and acquisition activity that has jumped since the start of ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing.

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

The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.) ...

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

LPL Financial is channeling restaurateur Will Guidara 's concept of "unreasonable hospitality" to elevate its service, said Chief Executive Officer Rich Steinmeier, charging an ever-expanding roster ...

Nearly six months after suddenly becoming CEO of LPL Financial, Rich Steinmeier is settling into his new role and setting his sights on a new North Star for the wealth management company.

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 ...

As it happens, Steinmeier's statement was literal: LPL on Monday announced that it had reached a deal to acquire Commonwealth, which has about 2,900 advisors and around $285 billion in brokerage and ...

Greg Gates and Aneri Jambusaria will become Group Managing Directors and will continue in their roles on LPL’s Management Committee alongside CEO Rich Steinmeier and President and CFO Matt Audette.