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

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

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

Rich Steinmeier, who took over unexpectedly as CEO of LPL Financial Holdings Inc. last fall, wants the independent broker-dealer behemoth to compete with the top tier wealth management firms on ...

LPL Financial CEO Rich Steinmeier is confident his firm can absorb the much smaller Commonwealth Financial Network, in part because it has done something similar before. LPL transferred over all ...

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 ...

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 ...

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.

CEO Rich Steinmeier emphasized the firm’s commitment to empowering its leaders to shape its strategic direction and uphold corporate values. Each promoted leader brings a wealth of experience ...