News

Week’s Best: Advisors Reject LPL-Ameriprise Settlement
Ameriprise settlement. A group of financial advisors say they have been unfairly caught up in a legal battle between LPL ...
InvestmentNews2d
Analyst: LPL may spend up to $800 million annually to buy advisors' businesses
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff ...
LPL Advisors Drawn Into Legal Battle Between LPL And Ameriprise
A group of advisors say they have been unfairly caught up in a legal battle between LPL Financial and Ameriprise Financial, ...
InvestmentNews3d
Advisor moves: LPL adds father-son duo in Virginia as Raymond James goes on recruitment spree
In Virginia, LPL announced on Thursday that it has welcomed Loomis Wealth Management, a team led by William “Bill” Curtis ...
Slowdown in job creation has been 'quite smooth,' economist says
Tariff shocks have not yet appeared in the nonfarm-payrolls data, which are showing a "quite smooth" slowdown without any ...
LPL Financial Welcomes Loomis Wealth Management
LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL ...
Morningstar2d
How a Wealth Manager Builds Her Practice With Research
Villicana wanted independent data and research to validate her advice. Villicana’s firm custodies with LPL Financial, one of the largest independent broker-dealers in the United States.
Inflation data for April may be as good as it gets: LPL
Don't pop open the bubbly yet. The PCE index released Friday shows inflation easing to 2.1% annually in April, its lowest ...
Morningstar4d
LPL Financial Welcomes Loomis Wealth Management
SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K.