RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "LPL Financial Holdings"


Headline

Publish date


Rich Steinmeier: We are still in the early innings of the retention effort.

LPL shares surge on earnings beat; Commonwealth deal, 'tracking towards 90% retention' keeps firm on path to be 'best in wealth management'

CEO Rich Steinmeier delivers first-quarter results -- good early signs on retaining Commonweath advisors -- that please Wall Street analysts and investors but he wants more. Much more.

May 9, 2025 at 1:31 AM

Matthew Audette: We remain focused... This focus led to our highest quarter of organic growth in our history.

LPL Financial steamrolled results in the first quarter, 2021, with largest-ever 'organic' growth and a surging share price to match

The Fort Mill, N.C., brokerage grew AUA 43% to near $1 trillion, and shares hit all-time high of $156 after hours today

April 30, 2021 at 4:47 AM

Bob Belke says he sees opportunities for scale and efficiency.

Why exactly private equity firms are dumping money into IBDs at a time when many are going bust

Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios

September 2, 2011 at 1:51 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2025 RIABiz Inc. All rights reserved.