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SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Tennant Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, CFP®, Jeremy Berry, CPA and Ryan Wade, MBA, CFA®, provides financial services ...

Key Takeaways LPL Financial's total brokerage and advisory assets hit $2.26T in August, up 45.1% year over year.Brokerage assets climbed 10.8% sequentially, while advisory assets surged 21.5% from July 2025.Organic NNAs were $17.8B, including $13.8B from First Horizon Bank and $2.2B in off-boarded assets.LPL Financial (LPLA) witnessed a rise in total brokerage and advisory assets in August 2025. The metric was $2.26 trillion, which surged 16.7% from the prior month and 45.1% year over year.LPLA’s August Per ...

公司合作动态 - 保德信金融公司与LPL金融公司宣布进一步扩大合作关系 [1] - 两家公司合作推出保险覆盖型退休终身收入策略 专为LPL管理账户平台设计 [1] - 该解决方案主要面向通常不使用受保障终身收入及其他保险主导型退休方案的财务顾问 [1] 产品战略布局 - 保险覆盖型退休终身收入策略将整合至财富管理业务实践中 [1] - 方案旨在拓展非传统保险类退休解决方案的用户群体 [1] - 通过管理账户平台实现保险型退休产品的市场化推广 [1]

Aneri Jambusaria speaks with the calm confidence of someone who has rewired her own approach to work. Early in her career, a 360-degree review revealed a blind spot: she held too tightly to projects she knew she could ace—“a sure thing”—instead of delegating or chasing higher-stakes opportunities. But avoiding failure also meant avoiding growth, she says. That realization sparked what Jambusaria calls a shift from a scarcity mindset to one of abundance, a recalibration she now applies as head of LPL Financ ...

SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from th ...

公司高管变动 - Atria Wealth Solutions联合创始人兼首席增长官Kevin Beard已离职 目前未在任何证券公司注册[1][3] - 另外两位联合创始人Doug Ketterer和Eugene Elias Jr已于2025年4月卸任[2] - 近期多名Atria高管离职 包括高级营销主管以及投资解决方案 实践管理和产品策略部门员工[5] 并购整合进展 - LPL Financial于2025年10月完成对Atria Wealth Solutions的收购[1] - 在2025年第二季度财报中 LPL宣布已完成Atria向LPL平台的转换[1] - 过去18个月内 LPL已将超过250名Atria员工转入LPL匹配岗位[5] 人员调整措施 - LPL通过裁员方式精简Atria管理层 5月已在加州 德州和纽约提交WARN裁员通知[4] - WARN通知规定需提前60-90天告知员工雇佣关系终止[5] - LPL为Atria员工设立个性化申请流程 允许申请空缺职位[5] 经纪商业务调整 - Atria旗下多家经纪交易商已从FINRA撤销注册 包括Grove Point Financial SCF Securities Sorrento Pacific Financial和Western International Securities[6]

核心事件 - 顾问Benjamin Worley和Robert Monroe组建Worley Monroe Advisors团队 并加入LPL Financial的经纪商和注册投资顾问平台[1] - 团队管理资产规模约4亿美元 涵盖咨询、经纪和退休计划资产[1] - 团队从Edward Jones平台转移至LPL Financial[1] 团队背景 - 团队位于密苏里州东南部德克斯特镇 拥有36年综合从业经验[2] - Worley自幼接触股票市场投资 Monroe曾担任16年礼拜牧师后转行金融服务业[2] - 客户群体以密苏里州及其他州的准退休和退休人员为主[2] 业务模式 - 采用深度个性化服务模式 通过整合客户财务信息帮助规划未来目标[3] - 团队自称为"拼图人" 专注于为客户配置财务拼图以实现愿景[3] 平台选择原因 - 经过全面尽职调查后选择LPL平台 看重技术能力、自主权和灵活性[3][4] - LPL提供品牌独立性和客户关系自主权 同时支持专业成长需求[4] - 平台能提供优质产品并保持顾问与客户的直接关系[4] 公司业务规模 - LPL Financial为美国增长最快的财富管理公司之一[6] - 支持超过29,000名财务顾问和约1,100家金融机构的财富管理业务[6] - 托管资产规模达1.9万亿美元 服务约700万美国客户[6] - 提供多种顾问合作模式、金融科技工具和投资解决方案[6]

Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purposeSAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across business model ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. A South Carolina-based team managing about $1.25 billion in client assets is joining independent broker/dealer LPL Financial from UBS. According to LPL, Jeffrey Allen, Steve Armaly, Brian Blackburn and Michael S. Lee are forming the independent practice Ox Road Capital and affiliating with LPL’s strategic wealth services model (fashioned for breakaway wirehouse reps).  The team is based in Gre ...