What is the Fund Sentiment? There are1,275 funds or institutions reporting positionsin LPL Financial Holdings. This is an decrease of 29 owner(s) or 2.22% in the last quarter. Average portfolio weightof all fundsdedicated to LPLA is -9.74%, an increase of 2,514.96%. Total shares owned ...
The article reports on the plan of LPL Financial to add up to seven asset management firms to its Model Wealth Portfolios (MWP) platform. Executive John Moninger said these managers will act as strategists for the 8.5 billion U.S. dollars platform. MWP has already added exchange-traded ...
Mutual of Omaha Adds LPL Financial Solutions Platform The article reports that the retirement plans division of Mutual of Omaha adds retirement advice and education solutions of LPL Financial to its 401(k) pro... J Manganaro - 《Plan Advisor News》 被引量: 0发表: 2013年 ...
Financial Data Overview Reports Prospectus Period Revenue Net Profit Q3 - 2024 2.606.090 M 9.660 M Q2 - 2024 2.726.314 M 115.848 M Q1 - 2024 3.030.188 M 31.245 M Q4 - 2023 2.763.300 M 28.254 M Q3 - 2023 2.671.867 M 33.340 M Q2 - 2023 3.012.739 M 81.081 M More Data Related...
In 2014, when LPL Financial CEO Mark Casady learned that his friend, thebroker James E. “Jeb” Bashaw, was being investigated by the firm over two separate million-dollar loans by a client as well as other irregularities, he said he was heartbroken but also felt “taken advantage of and...
The authors declare that they have no known competing financial interests or personal relationships that could have appeared to influence the work reported in this paper. Acknowledgment This work was supported by National High-tech Research and Development Projects, China (863, grant no. 2013AA102206...
LPL Financial Partners With Guardian.The article reports on the selection of Guardian by LPL Financial as a partner in its Retirement Plus Program.EBSCO_bspFund Action
The article reports on the decision of financial planning broker-dealer LPL to sign up AXA Advisors as a clearing client. LPL executive vice president John Eaton mentioned that the firm wants to leverage their platform that th...
Companies engaged in electronics and automotive manufacturing require a large budget and workforce. Given these conditions, companies are required to optimize the budget and make accurate financial calculations. One of them is funds that are not routinely issued such as budgets and allowances for ...
LPL In REIT Probe.The article reports on an investigation being conducted by the Montana State Auditor's Department over the sale of non-traded real estate investment trusts (REITs) by financial advisor LPL Financial.EBSCO_bspFund Action