SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- 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 ...

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 ...

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 ...

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.

At the outset of the new year, J.P. Morgan adjusted its ratings for brokers, asset managers and exchanges, favoring brokers ...

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

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 ...

The broker-dealer giants are extending their respective networks in California and Alabama as they each welcome an ...

LPL Financial said it has brought over an advisor from D.A. Davidson & Co. who oversaw some $280 million in advisory, brokerage and retirement plan assets. John Somerville will join LPL’s employee ...