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Stock Market & Financial Investment News

News Breaks
July 7, 2014
09:04 EDTLPLALPL Financial, Financial Telesis announce creation of Global Retirement Partners
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings, announced business agreements with Financial Telesis, or FTI, and former LPL Retirement Partners President Bill Chetney. Chetney, who recently resigned from LPL, will acquire certain assets of FTI and form a retirement plan advisory firm known as Global Retirement Partners where he will become CEO and partner with LPL's Hybrid RIA platform. FTI's founder and CEO, Jim Williams, will join Global Retirement Partners as President to help manage the day-to-day operations of the RIA and serve as manager of the newly-formed LPL large enterprise.
News For LPLA From The Last 14 Days
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November 18, 2014
09:01 EDTLPLAJPMorgan announces municipal bond agreement with LPL Financial
JPMorgan Chase & Co. (JPM) announced that it has signed an agreement with LPL Financial (LPLA) to provide access to new issue municipal bonds to LPL financial advisors. Under the agreement, LPL will be a preferred retail dealer for J.P. Morgan, further expanding the investment bank’s distribution channels for new issue municipal bonds.
November 10, 2014
07:08 EDTLPLACredit Suisse to hold a conference
2014 Boston Financials 1:1 Conference to be held in Boston on November 10-11.

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