LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Director

SAN DIEGO, March 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership ...

LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Memphis Planning and Wealth, Private Advisor ...
Wealth Management

LPL, Anthropic Expand Relationship on AI Integrations

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

LPL, Orion add Anthropic's new AI for advisors

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

Advisor moves: Wells Fargo draws teams with $750M in assets from Morgan Stanley, Ameriprise

Kestra's hybrid RIA platform also welcomed a veteran advisor from Goldman, while a second-generation planner makes his way to LPL and Private Advisor Group.
The National Law Review

LPL Welcomes Financial Advisor Michael Carmichael

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...
Barron's

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, their current and former firms. For nearly a year, two of the largest wealth ...