LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving ...

Range Financial Group LLC purchased a new stake in iShares Convertible Bond ETF (BATS:ICVT – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm ...

But even as many firms' tech budgets are likely to increase, experts say carefully spending that money to increase efficiency will be paramount to maintaining a nimble tech stack.

The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ...

Fintel reports that on January 7, 2025, JP Morgan upgraded their outlook for LPL Financial Holdings (NasdaqGS:LPLA) from ...

According to Benzinga Pro, LPL Finl Hldgs's peer group average for short interest as a percentage of float is 3.17%, which ...

The deal to acquire Zimmerman Investment Management & Planning is Georgia-based Merit’s third deal in recent weeks.

He cut Federated Hermes ( NYSE: FHI) to Neutral from Overweight, partly due to lost market share in money funds and partly ...

LPL Financial's solid operational metrics and bullish primary trend are noted, but shares appear fully priced. See why LPLA ...

JPMorgan upgraded LPL Financial (LPLA) to Overweight from Neutral with a price target of $397, up from $288. The firm made several changes in ...

New year predictions appear everywhere — investment advisors, professionals, pundits, publications, and more. You want to ...

The Roundhill Magnificent Seven ETF, which holds Nvidia, Apple Inc., Microsoft Corp, Google parent Alphabet Inc., Amazon.com ...