SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLCÂ announced today that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
Related Questions
What impact might the deal have on LPL's revenue per advisor and overall profitability margins?
What are the projected synergies or crossâselling opportunities from combining Financial Resources Group Investment Services with Coastal Wealth Management?
Will the integration of advisors from Osaic lead to any shortâterm operational costs or integration expenses for LPL?
How might the market react to this news in terms of LPL's stock price and trading volume in the next few days?
Will this merger influence LPL's competitive positioning against larger rivals such as Fidelity, Schwab, or Vanguard?
Could the influx of new advisors increase LPL's market share in the independent brokerâdealer segment?
Is there any expected dilution or change in ownership structure that could affect existing shareholders?
Are there any regulatory or compliance considerations tied to the transition of advisors from Osaic that could pose risks?
How does this acquisition compare in scale and strategic fit to LPL's recent mergers and acquisitions in the advisory space?
How will the addition of Coastal Wealth Management Group's $175M in assets under management affect LPL Financial's AUM growth forecasts?