LPL Welcomes Forest Lake Wealth Partners to Linsco

SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Melissa Mirabile has joined LPL's employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

GlobeNewsWire • Dec 11, 2025

LPL Financial Holdings Inc. (LPLA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript

LPL Financial Holdings Inc. (LPLA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript

Seeking Alpha • Dec 9, 2025

LPL Research Team Releases 2026 Outlook: The Policy Engine

SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its 2026 Outlook: The Policy Engine. Reflecting on the second half of 2025 and looking ahead to the new year, this report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios in 2026.

GlobeNewsWire • Dec 9, 2025

Matthew Morningstar Joins LPL as Chief Legal Officer

SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm's Management Committee and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engagement and community initiatives across the enterprise.

GlobeNewsWire • Dec 5, 2025

LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony

SAN DIEGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), one of the fastest-growing wealth management firms in the U.S. and the parent corporation of LPL Financial LLC, will commemorate the 15th anniversary of its initial public offering (IPO) on Monday, December 8, 2025 at 9:30 a.m. Chief Executive Officer Rich Steinmeier will be joined by members of the Board of Directors, the LPL leadership team and select 15-year-tenured employees to ring the Opening Bell at the Nasdaq MarketSite in Times Square.

GlobeNewsWire • Dec 4, 2025

LPL Financial Welcomes Kūpono Wealth Planning

SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones.

GlobeNewsWire • Dec 2, 2025

LPL Financial to Present at the Goldman Sachs Financial Services Conference

SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9. The presentation takes place at 8 a.m.

GlobeNewsWire • Dec 2, 2025

LPL Financial Reports a Rise in October Brokerage & Advisory Assets

LPLA's October assets climb to $2.35T, with both brokerage and advisory balances rising and organic inflows supporting momentum.

Zacks Investment Research • Nov 21, 2025

LPL Financial Acquires Minority Stake in Private Advisor Group

LPLA deepens its RIA ties with a new minority stake in Private Advisor Group, aiming to boost advisor support and long-term growth.

Zacks Investment Research • Nov 20, 2025

LPL Financial Reports Monthly Activity for October 2025

SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for October 2025.

GlobeNewsWire • Nov 20, 2025