LPL Financial Welcomes S&G Wealth Partners
Portfolio Pulse from
LPL Financial LLC has announced that S&G Wealth Partners has joined its broker-dealer, RIA, and custodial platforms, bringing approximately $165 million in assets from Osaic.
November 07, 2024 | 2:15 pm
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
LPL Financial has expanded its platform by welcoming S&G Wealth Partners, which brings $165 million in advisory, brokerage, and retirement plan assets.
The addition of S&G Wealth Partners to LPL Financial's platforms signifies growth and expansion, likely boosting investor confidence and potentially leading to a positive short-term impact on LPLA's stock price.
CONFIDENCE 95
IMPORTANCE 80
RELEVANCE 90