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LPL Financial Welcomes Lifetime Legacy Wealth Solutions
GlobeNewswire News Room· 2024-06-10 13:00
Hilbig, who lives in The Woodlands, Texas area and maintains a registered office in Mundelein, Ill., has more than 20 years of experience crafting personalized financial strategies tailored to each client's unique needs and aspirations. He takes a holistic approach to financial planning, encompassing areas such as wealth management, retirement planning, investment advisory and risk management. By carefully assessing a client's financial situation and priorities, he strives to provide comprehensive solutions ...
LPL Financial Welcomes Highland Partners
GlobeNewswire News Room· 2024-05-30 13:00
SAN DIEGO, May 30, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors with Highland Partners Financial Services, which is led by Managing Partner G. Mark Hamby, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving more than $400 million in advisory, brokerage and retirement plan assets* and join LPL from Momentum Independent Network, a subsidiary of Hilltop Holdings. Based in Glen Allen, Va., in the greater Richmond area, Hamby has more than 30 ...
LPL Financial Welcomes FSI Wealth Management
globenewswire.com· 2024-05-29 13:00
Core Insights - LPL Financial has welcomed FSI Wealth Management, which manages approximately $215 million in advisory, brokerage, and retirement plan assets, to its platforms [1][4] - FSI Wealth Management was founded by Paul Neves and Darrin Santos, who have over 65 years of combined experience in the financial services industry [2] - The decision to join LPL was driven by the desire for greater independence and access to innovative technology, as well as the stability and resources offered by LPL [4] Company Overview - LPL Financial Holdings Inc. serves nearly 23,000 financial advisors and operates with a commitment to the advisor-mediated model, allowing advisors the freedom to choose their business model and services [6] - The company emphasizes the importance of personalized guidance from financial professionals, ensuring that advisors can manage their client relationships effectively [6] Leadership Statements - Neves expressed a commitment to creating meaningful relationships with clients and providing high levels of customer service to positively impact their financial futures [3] - Santos highlighted the advantages of LPL's award-winning capabilities and local support, which will enhance operational efficiencies and client experiences [4] - Scott Posner from LPL noted the company's commitment to supporting FSI's growth and success through innovative capabilities and robust resources [4]
LPL Financial Welcomes Frank Financial Concepts
globenewswire.com· 2024-05-28 13:00
Core Insights - LPL Financial LLC has welcomed financial advisors Roger Frank and Michael Ward from Frank Financial Concepts, who manage approximately $200 million in advisory, brokerage, and retirement plan assets [1][2][4] Company Overview - Frank Financial Concepts, founded in 2003 by Roger Frank, is a holistic financial firm with offices in Lincoln, Nebraska, and Scottsdale, Arizona, focusing on helping clients achieve their financial goals [2][3] - The firm emphasizes client education and encourages open discussions about all financial aspects to create comprehensive financial plans [3] Transition to LPL Financial - Frank and Ward chose to join LPL Financial due to its impressive technology platform and commitment to providing advisors with essential tools for success [4][5] - They believe that LPL's size and scale will enhance their business by offering more investment options and efficient operations through advanced digital platforms [5] Support and Growth Opportunities - LPL Financial's Executive Vice President, Scott Posner, expressed enthusiasm for supporting Frank and Ward's growth and success, highlighting ongoing investments in technology and flexible solutions for advisors [6] - The partnership will allow Frank and Ward to access LPL's research team, market insights, and succession resources, aiding in their long-term business transition [5]
LPL Financial Reports Monthly Activity for April 2024
globenewswire.com· 2024-05-23 20:05
Total net new assets for April were $12.0 billion, which included $5.0 billion of acquired net new assets resulting from the acquisition of Crown Capital. SAN DIEGO, May 23, 2024 (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 April 2024. Total organic net new assets for April were $7.0 billion, translating to a 5.8% annualized growth rate. Total organic net new ad ...
LPL Welcomes Pilot Financial
globenewswire.com· 2024-05-22 13:00
Core Insights - LPL Financial has welcomed Pilot Financial, a network of 105 advisors managing approximately $4.6 billion in advisory and brokerage assets, to its platforms [1][2][3] Group 1: Company Overview - LPL Financial is a Fortune 500 company and a leading wealth management firm, serving nearly 23,000 financial advisors across approximately 1,100 institutions and 570 registered investment advisor firms nationwide [6] - Pilot Financial, founded in 2001, supports independent advisors with strategic planning, coaching, compliance, and administrative assistance [2][3] Group 2: Strategic Partnership - The partnership with LPL Financial is expected to enhance Pilot Financial's service capabilities, providing more convenience and personalized financial strategies for clients [2][3] - Pilot Financial's leadership conducted due diligence and found LPL to meet their needs for strategic resources, marketing capabilities, and customer service [3] Group 3: Future Growth Plans - Pilot Financial aims to expand its national footprint and attract quality advisors through its collaboration with LPL [4] - LPL Financial plans to continue investing in its platform to support Pilot Financial's growth and success [4]
LPL Financial Welcomes Auctus Legacy Private Wealth Management
globenewswire.com· 2024-05-21 12:55
"We are like a family, and our relationship with each other doesn't stop at 5 p.m. on Friday," said Wood. "We understand the value of building genuine relationships, knowing one another and what's important to clients. I believe our clients feel like we give them a very good opportunity to have a path to succeed in their goals." Why LPL Financial Looking for the right blend of independence and support to create their ideal boutique practice, Verhille and Wood turned to LPL Private Wealth Management. Tailore ...
LPL Financial Welcomes Cornerstone Financial Advisers
globenewswire.com· 2024-05-20 13:00
SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 as a consulting firm dedicated to helping families, individuals and ...
LG Display Unveils Newest Next-generation OLED Technologies at SID Display Week 2024
Prnewswire· 2024-05-14 23:00
Core Insights - LG Display unveiled a range of next-generation OLED and display technologies at SID Display Week 2024, emphasizing its leadership in the display industry [1][2] Group 1: New Technologies - The company showcased OLEDoS for VR, featuring a 1.3-inch display with ultra-high brightness of 10,000 nits and resolution around 4,000 ppi, achieving over 97% of the DCI-P3 standard color area [3][4][5] - OLEDoS for smartwatches was also introduced, featuring a 4K resolution and glasses-free 3D technology [6] - LG Display demonstrated its 83-inch OLED TV and Gaming OLED panels, utilizing META Technology 2.0, which provides 42% brighter images than conventional OLEDs, reaching brightness levels of 3,000 nits [7][8] Group 2: Gaming Solutions - The company presented a 27-inch 480 Hz QHD Gaming OLED panel, the first of its kind, designed for smooth transitions in fast-paced games [9] - A 39-inch Ultra-Wide Gaming OLED panel was showcased, featuring a 21:9 aspect ratio and 800R curvature for enhanced immersion [10] Group 3: Automotive Displays - LG Display exhibited automotive display solutions optimized for Software Defined Vehicles (SDVs), including Advanced Thin OLED (ATO) technology, which is 20% thinner than standard OLEDs [11][12] - The company introduced a Glassless 3D Dashboard based on high-performance LTPS LCDs and a new technology to increase the transparency of Transparent OLEDs from 45% to 60% [13] Group 4: Company Vision - The company aims to continue introducing innovative products that provide new value to customers through ongoing research and development, reinforcing its technological leadership [14]
LG Display's Research Results on OLEDoS for VR Selected as Distinguished Paper at SID Display Week 2024
Prnewswire· 2024-05-13 13:00
SEOUL, South Korea, May 13, 2024 /PRNewswire/ -- LG Display, the world's leading innovator of display technologies, announced today that its research paper on OLEDoS for virtual reality (VR) has been selected as a Distinguished Paper of the Year by the Society for Information Display (SID), the world's most prestigious display organization, at SID Display Week 2024. The company has been recognized for its technical leadership in the next-generation of displays. LG Display researchers conduct research on ...