LPL's Deal With Atria Reinforces the Power of Scale
One equity analyst said the acquisition of Atria transforms LPL into a “category killer” in the enterprise space.
Source: wealthmanagement.com
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LPL focus on smaller acquisitions bears fruit
LPL CEO Dan Arnold's remark last year that the IBD planned to focus on smaller acquisitions seems to be working out.
Source: investmentnews.com
LPL Financial : to Acquire Crown Capital Securities
SAN DIEGO - July 25, 2023 - LPL Financial LLC , today announced that the firm has entered into a definitive purchase agreement to acquire the wealth management business of Crown...
Source: marketscreener.com
LPL Financial to Acquire Financial Services Provider Crown Capital Securities
SAN DIEGO, July 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) today announced that the firm has entered into a definitive purchase agreement to acquire the
Source: eagletribune.com
Former LPL Exec Returns to Build Out Succession, M&A Functions
Jeremy Holly, who left the broker/dealer in 2021 to join SageView Advisory Group, has returned to lead strategic business development.
Source: wealthmanagement.com