http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 08 Jun 2026 16:13:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+SCHIFTER+RICHARD+P/26617477.html si-local-file:///var/storage/secattach/20260608/26617477.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+SCHIFTER+RICHARD+P/26617477.html Mon, 08 Jun 2026 16:13:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+SCHIFTER+RICHARD+P/26617477.html si-local-file:///var/storage/secattach/20260608/26617477.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+SCHIFTER+RICHARD+P/26617477.html Mon, 08 Jun 2026 16:13:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Putnam+James+S/26617455.html si-local-file:///var/storage/secattach/20260608/26617455.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Putnam+James+S/26617455.html Mon, 08 Jun 2026 16:12:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Putnam+James+S/26617455.html si-local-file:///var/storage/secattach/20260608/26617455.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Putnam+James+S/26617455.html Mon, 08 Jun 2026 16:12:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Mnookin+Allison/26617398.html si-local-file:///var/storage/secattach/20260608/26617398.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Mnookin+Allison/26617398.html Mon, 08 Jun 2026 16:10:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Mnookin+Allison/26617398.html si-local-file:///var/storage/secattach/20260608/26617398.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Mnookin+Allison/26617398.html Mon, 08 Jun 2026 16:10:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Glavin+William+Francis+Jr/26617354.html si-local-file:///var/storage/secattach/20260608/26617354.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Glavin+William+Francis+Jr/26617354.html Mon, 08 Jun 2026 16:09:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Glavin+William+Francis+Jr/26617354.html si-local-file:///var/storage/secattach/20260608/26617354.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+Glavin+William+Francis+Jr/26617354.html Mon, 08 Jun 2026 16:09:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+EBERHART+PAULETT/26617313.html si-local-file:///var/storage/secattach/20260608/26617313.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+EBERHART+PAULETT/26617313.html Mon, 08 Jun 2026 16:07:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+EBERHART+PAULETT/26617313.html si-local-file:///var/storage/secattach/20260608/26617313.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+EBERHART+PAULETT/26617313.html Mon, 08 Jun 2026 16:07:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+BERNARD+EDWARD+C/26617252.html si-local-file:///var/storage/secattach/20260608/26617252.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+BERNARD+EDWARD+C/26617252.html Mon, 08 Jun 2026 16:05:00 -0400 LPLA O.04746478 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+BERNARD+EDWARD+C/26617252.html si-local-file:///var/storage/secattach/20260608/26617252.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LPL+Financial+Holdings++++For%3A+Jun+04++Filed+by%3A+BERNARD+EDWARD+C/26617252.html Mon, 08 Jun 2026 16:05:00 -0400 LPLA O.04746478 http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Press+Releases/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html <p>SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, <a target="_blank" href="https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka3QK7zCuiW-OwWMnzf8op0VN" rel="nofollow" target="_blank">Align Private Wealth</a>, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.</p> <p>Based in Greenwood, Ind., just outside of Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new endeavor. Align Private Wealth serves high-net-worth http://www.streetinsider.com/Globe+Newswire/LPL+Financial+Welcomes+Align+Private+Wealth/26603155.html Thu, 04 Jun 2026 08:55:00 -0400 A.34896997 LPLA O.04746478 O.23133662 http://www.streetinsider.com/Analyst+Comments/William+Blair+on+LPL+Financial+Holdings+%28LPLA%29%3A+%27Organic+growth+has+been+weak+in+recent+months%27/26601530.html <p>William Blair analyst Jeff Schmitt reiterated an Outperform rating and {REMOVEPT} price target on LPL Financial Holdings (NASDAQ: LPLA).</p><p>The analyst comments "Organic growth: Organic growth has been weak in recent months due to reallocating recruiting resources to Commonwealth. The company mentioned that most of its top recruiters (roughly 60-70 out of 250) were redirected toward Commonwealth starting last April. Many of these recruiters have returned their focus to external opportunities and are in the process of building the pipeline, although some continue to focus on Commonwealth in advance of onboarding. This has resulted in a strong pipeline, although it will http://www.streetinsider.com/Analyst+Comments/William+Blair+on+LPL+Financial+Holdings+%28LPLA%29%3A+%27Organic+growth+has+been+weak+in+recent+months%27/26601530.html Thu, 04 Jun 2026 04:13:11 -0400 LPLA http://www.streetinsider.com/Corporate+News/LPL+Financial+adds+advisor+managing+%24240+million+in+assets/26562443.html <p>LPL Financial LLC (NASDAQ: LPLA) announced that financial advisor Steve Schott has joined the company's broker-dealer and registered investment advisor platform. Schott manages approximately $240 million in advisory, brokerage and retirement plan assets and moved from Cambridge Investment Research, according to a company statement.</p><p>Schott operates Schott Financial Management in Prescott, Arizona, a firm he purchased six years ago. The business, now in its 40th year, focuses on retirement planning services across what Schott describes as four stages of retirement.</p><p>The firm's team includes Laura De La Huerta as a registered assistant and Jessee Porter as an investment assistant. Schott Financial Management http://www.streetinsider.com/Corporate+News/LPL+Financial+adds+advisor+managing+%24240+million+in+assets/26562443.html Thu, 28 May 2026 09:18:30 -0400 LPLA http://www.streetinsider.com/Press+Releases/LPL+Welcomes+Schott+Financial+Management/26562028.html <p>SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=cPycKqK5rBMgWajOO_LPdr6gt7ZjJ9N5yt6HovbedxCbg7MMRSVUqiCopnBr1VBD7KYUvM-XITuHKOzbiKYp-w==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisor Steve Schott, MBA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment.</p> <p>Based in Prescott, Ariz., Steve Schott is the owner and CEO of <a href="https://www.globenewswire.com/Tracker?data=CQJPzaoKq0drd4ZnqgpzQTpRksWlwHAyrt10FqTlhueZtkUKwko546N266VJw5YH5GBuIio1vY1AZcIvygDRZCz2QbDu0l-mE8tJCbIv2nUOeQQQSozVjhREX6zLts6A" rel="nofollow" target="_blank">Schott Financial Management</a>, a third-generation business celebrating its 40th year serving clients. Schott has been with the firm since 2012 and purchased the business six years ago, continuing its longstanding tradition http://www.streetinsider.com/Press+Releases/LPL+Welcomes+Schott+Financial+Management/26562028.html Thu, 28 May 2026 08:55:00 -0400 LPLA http://www.streetinsider.com/Globe+Newswire/LPL+Welcomes+Schott+Financial+Management/26562028.html <p>SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=cPycKqK5rBMgWajOO_LPdr6gt7ZjJ9N5yt6HovbedxCbg7MMRSVUqiCopnBr1VBD7KYUvM-XITuHKOzbiKYp-w==" rel="nofollow" target="_blank">LPL Financial LLC</a> announced today that financial advisor Steve Schott, MBA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment.</p> <p>Based in Prescott, Ariz., Steve Schott is the owner and CEO of <a href="https://www.globenewswire.com/Tracker?data=CQJPzaoKq0drd4ZnqgpzQTpRksWlwHAyrt10FqTlhueZtkUKwko546N266VJw5YH5GBuIio1vY1AZcIvygDRZCz2QbDu0l-mE8tJCbIv2nUOeQQQSozVjhREX6zLts6A" rel="nofollow" target="_blank">Schott Financial Management</a>, a third-generation business celebrating its 40th year serving clients. Schott has been with the firm since 2012 and purchased the business six years ago, continuing its longstanding tradition http://www.streetinsider.com/Globe+Newswire/LPL+Welcomes+Schott+Financial+Management/26562028.html Thu, 28 May 2026 08:55:00 -0400 LPLA http://www.streetinsider.com/Press+Releases/LPL+Financial+to+Present+at+the+William+Blair+Growth+Stock+Conference/26557697.html <p>SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=fxH0k7cvti9LfJytVN2Ejynh86UYIv13EWwj-6GjqjoYD_y2lEhTfCuiq29QEqnn4V1ugD9tvRJhHObBhbPcow==" rel="nofollow" target="_blank">LPL Financial</a> LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the William Blair Growth Stock Conference on June 3.<br /><br />The presentation takes place at 9:40 a.m. ET. A live audio webcast of the presentation will be accessible at <a href="https://www.globenewswire.com/Tracker?data=R4610YZ7qTI0EfM7AX-_KXXDm2FJRVJcy1f3Yk3ZGuoBcW57GW4cgkRP19-oSJkyiMSnbg0bFC7f7zRUUIxLg9RsgoGpFkA_-I_nfQCCwVA=" rel="nofollow" target="_blank">investor.lpl.com</a>, with a replay available on the website after the presentation.</p> <p><strong><u>Contacts</u></strong></p> <p>Investor Relations<br /><a href="https://www.globenewswire.com/Tracker?data=R4610YZ7qTI0EfM7AX-_KavnliI_XcR0TAUBmTzlSRjBy8TrUsQCy8u56JgzUyXC9QsV2NhS5EeVlxBLc9YWl7-E6KhG8USIPtT1O9ANZG_6JV1QffRv4SHSP4JsqCBc4TuZ5jkBiP-rHVFI6Nj6BA==" rel="nofollow" target="_blank"><u>investor.relations@lplfinancial.com</u></a></p> <p>Media Relations<br /><a href="https://www.globenewswire.com/Tracker?data=_DZwWf2x3KUHXk9c3EYBdQx78jbzCohwRV1saCBbxyeCfdlGbjiet0-J_inCWzWqgNnLRV7heV0-Jy-ixO1wvA-KLaSlN8Z-8qZY3u1v5ArguELg-Vvo5brPhN14U1g_WW5itEH5oxLi4LAyv5VymQ==" rel="nofollow" target="_blank"><u>media.relations@lplfinancial.com</u></a></p> <p><strong><u>About LPL Financial</u></strong></p> <p>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the http://www.streetinsider.com/Press+Releases/LPL+Financial+to+Present+at+the+William+Blair+Growth+Stock+Conference/26557697.html Wed, 27 May 2026 16:05:00 -0400 LPLA