Though limited in detail, the expanded relationship comes as Anthropic launches a broader effort to work with RIAs, ...

The commission began looking into LPL’s cash management program for corporate advisory accounts in August 2024.

Anthropic's new Claude integrations target RIAs, broker dealers, custodians, TAMPs, as new research from DeepVest finds ...

LPL Financial Holdings Inc. is the latest financial advice company to lay off employees in an era when artificial ...

LPL is the second large advisory firm to see the SEC drop its investigation into cash-sweep practices, while it and other ...

Those let go represented about 3% of the firm, she said. Meanwhile, LPL has 300 open positions in priority areas, and Roche said people who were laid off were welcome to apply for those growth roles.

Shares of companies like Charles Schwab and LPL Financial are tanking on fears that AI will replace its stock brokers – but ...

LPL Financial Holdings (LPLA) is back in focus after its January 2026 activity report and a new agreement with Simplicity Group, which together highlight shifts in assets and expanding insurance ...

Curt Pederson and Britt Saylor operate Sound Wealth, in the Seattle, Wash., and Phoenix, Ariz., areas. They serve ...

LPL Financial LLC announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform.

What Happened? Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 9.8% in the afternoon session after fears of industry disruption grew as wealth management startup ...

LPL Financial, the financial services company headquartered in San Diego, has announced plans to lay off 72 employees, according to a notice filed with the state’s Employment Development Department.