LPL Financial Media Coverage
The latest news stories from the trade and consumer press.
- Financial Planning - LPL profits soar by 153% as firm unveils another giant incoming bank
- Nasdaq - Tips on Growing a Pipeline of Prospects
- Credit Union Today - BCU Selects CUNA Mutual, LPL to Provide Wealth Management Solution
- Financial Advisor IQ - $400M Securities America Team Drops Own RIA to Join LPL
- Financial Advisor - Advisors Say This Training Program Is Helping Them Grow
- Think Advisor - How LPL Is Giving Advisors the ‘Muscle’ to Grow
- AAII - Which Is a Better Investment, LPL Financial Holdings Inc or Morgan Stanley Stock?
- Financial Planning - LPL to launch private wealth advisor affiliation model in 2023
- Think Advisor - LPL Adds $4.4B Bank Program With Nearly 30 Advisors
- Investment News - Moody’s bumps up LPL debt to investment grade
- Bloomberg - US Economy Shows Signs of Slowing as Fed Hikes Filter Through
- CityWire - LPL adds banking partner
- Business Journal - LPL Financial to buy Fort Mill-based Financial Resources Group Investment Services
- Forbes - Consumer Confidence Slips Into The Holiday Season
- Forbes - Consumer Confidence Slips Into The Holiday Season
- Barron's - Inflation Cools as the Fed’s Preferred Prices Gauge Slows
- MarketWatch - Financials Down as Traders Reconsider Fed Views -- Financials Roundup
- Investment News - Lincoln Financial team managing $650 million moves to LPL
- Barron's - LPL Nabs Advisors With More Than $800 Million in Latest Recruiting Wins
- Financial Advisor IQ - LPL Appoints Chief Technical Strategist
- Financial Advisor - LPL Says Nearly All Its Advisors Want SECURE 2.0 Approved This Year
- AdvisorHub - “We Can Compete” - LPL CEO Expands Employee Model Ambitions
- US News & World Report - Michigan Survey Finds Consumers in a Cheerier Mood Ahead of the Holidays
- CIO - Customer experience - 10 tips for a successful CX strategy
- Financial Advisor IQ - LPL to Advisors - Sell Us Your Small Accounts, You Focus on Growth
- Forbes - Stocks Rally Following Strong Inflation Report, Buffett Bets $4 Billion On Chipmakers
- Moody's - Moody's upgrades LPL to Baa3, outlook stable
- Washington Post - Stocks soar after inflation data comes in cooler than expected
- Fox Business - Expect longer, but smaller rate hikes from the Fed - Quincy Krosby
- Nasdaq - Going Digital Is Essential for Wealth Management - Here’s Why
- CBS - The midterms and your money - What a divided government means for the U.S. economy
- The Motley Fool - Here's How This Financial Advisor Stock Is Beating the Bear Market
- Financial Advisor - LPL To Acquire $40B Branch Office In South Carolina
- Investment NewsPodcast - Rich Steinmeier sheds light on LPL’s latest acquisition and the path ahead
- Investment News - Bank platform managing $2.6 billion moves to LPL
- Wealth Management - LPL to Acquire One of Its Own Branch Offices for the First Time
- ThinkAdvisor - LPL Purchases Its Own $40B Branch Office
- Financial Advisor - LPL Earnings Soar 127% In Q3, Beating Analyst Estimates
- Wealth Management - LPL Reports $20B in Organic Growth, Despite Market Volatility
- Barron's - LPL Financial Profits Jump as Recruiting and Net Interest Income Surge
- Financial Advisor IQ - These Broker-Dealers Tout Flexibility in Affiliation Models
- Barron's - $1 Billion Merrill Lynch Advisor Goes Indie With LPL
- Financial Advisor - Courting Advisors After Covid
- Think Advisor - LPL Adds Bookkeeping Services for Advisors
- City Wire - LPL names new chief investment officer
- Wealth Management - Pete Dorsey to Lead LPL's Institution Services
- Wealth Management - CTOs - 'Tech-Forward' Advisors Key to Better Tech Adoption
- Wealth Management - LPL wins 2 WealthManagement.com industry awards
- Investment News - Bank platform managing $2.6 billion moves to LPL
- Think Advisor - LPL Nabs Wells Fargo Exec
- Barron's - LPL Financial Nets Big Recruiting Gains
- Wealth Management - LPL Recruits Record $44B in Q2
- Barron's - LPL Taps Industry Veteran Bill Sappington to Lead Banking and Lending Push
- Wealth Management - LPL to Acquire 108-Year-Old Brokerage Boenning & Scattergood
- Wealth Management - LPL’s Steve Earner on the Evolution of Custody
- Think Advisor - LPL Rolls Out HNW Services
- Next Advisor - Best Home Equity Loan Rates for June 2022
- NY Post - Dow ends week on losing note despite strong US jobs report
- Next Advisor - A Top LPL Advisor and Advocate Talks Secure Act 2.0, DOL Fiduciary Rule
- Wealth Management - LPL Begins to Onboard CUNA Mutual’s Wealth Management Business
- Forbes - Housing Market Boom ‘Is Over’ As New Home Sales Implode–Here’s What To Expect From Prices This Year
- Kiplinger - Best Buy Kicks Off Heavy Week of Retail Earnings
- CNN - The Dow is on its longest weekly losing streak since 1923
- Financial Advisor IQ - LPL Draws FA from Oppenheimer in Dallas
- Financial Advisor IQ - Merrill FA Bolts for LPL-Affiliated RIA Firm
- Financial Advisor Magazine - Advisor With $510M AUM Exits Wells Fargo To Go Independent With LPL
- Barrons - How Younger Investors Can Invest in This Topsy-Turvy Market
- CNBC - In today’s environment, the notion that the stock market isn’t the economy doesn’t hold up anymore
- NBC - Here is What the Interest Rate Hike Means for You
- Forbes - Dow Plunges 1,000 Points, Tech Shares Crater As Stocks Erase Gains From Post-Fed Rally
- BNN Bloomberg - Wall Street staggers with 'vicious' US$1.3T stock selloff
- CNBC - Seasonal trends could be a drag on a stock market that needs a rebound
- Forbes - Nasdaq Posts Worst Month Since 2008 And Dow Plunges 900 Points - Market Sell-Off Continues
- Yahoo Finance - LPL Financial Hires Brett Goodman as Executive Vice President, Corporate Development and Investor Relations
- Fortune - The U.S. Economy Shrank in the First Quarter, but Economists say you Shouldn’t Freak Out
- City Wire - LPL onboards $6bn brokerage business from People’s United
- CNBC - Seasonal trends could be a drag on a stock market that needs a rebound
- Forbes - Nasdaq Posts Worst Month Since 2008 And Dow Plunges 900 Points - Market Sell-Off Continues
- Yahoo Finance - LPL Financial Hires Brett Goodman as Executive Vice President, Corporate Development and Investor Relations
- Fortune - The U.S. Economy Shrank in the First Quarter, but Economists say you Shouldn’t Freak Out
- City Wire - LPL onboards $6bn brokerage business from People’s United
- Wealth Management - LPL Financial to Add $6B People's United Bank to Brokerage, Advisory Platform
- Wealth Management - LPL Financial to Add $6B People's United Bank to Brokerage, Advisory Platform
- Wealth Management - LPL Lures Merrill’s Head of Digital to Replace Burt White
- Barron's - LPL Financial Hires Away Merrill Lynch’s Top Digital Exec
- Think Advisor - LPL Launches Paraplanning Services for Its Advisors
- Financial Advisor IQ - LPL Says 17% of its FAs Are Women
- ThinkAdvisor - LPL Launches SMA Strategies on Model Portfolio Platform
- Elite Consulting Partners - Ep.89 - LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President
- InvestmentNews.com - Kitces, LPL exec agree on need for more transparency from RIA custodians
- WealthManagement.com - Q&A - LPL's Shawn Mihal on Growing Momentum in the Institutional Channe
- Wealth Management - LPL Financial to Add $6B People's United Bank to Brokerage, Advisory Platform
- Wealth Management - LPL Lures Merrill’s Head of Digital to Replace Burt White
- Barron's - LPL Financial Hires Away Merrill Lynch’s Top Digital Exec
- Think Advisor - LPL Launches Paraplanning Services for Its Advisors
- Financial Advisor IQ - LPL Says 17% of its FAs Are Women
- ThinkAdvisor - LPL Launches SMA Strategies on Model Portfolio Platform
- Elite Consulting Partners - Ep.89 - LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President
- InvestmentNews.com - Kitces, LPL exec agree on need for more transparency from RIA custodians
- WealthManagement.com - Q&A - LPL's Shawn Mihal on Growing Momentum in the Institutional Channe
- RIA Biz - LPL Financial shares spike after no-drama CEO Dan Arnold delivers (near) 20,000 advisors, $1 trillion-plus in AUA and surprising Waddell & Reed wrinkle
- Barron's - LPL Assets Soar, Profits Slip as It Closes In on 20,000 Advisors
- Investment News - LPL doubles recruited assets in 2021
- WealthManagement.com - LPL Doubles Recruited Assets in 2021, Nears 20,000 Advisors
- WealthManagement.com - Mindy Diamond on Independence - An Insider’s Perspective of LPL Strategic Wealth Services
- Portfolio - Leading With Optimism Amongst Uncertainty
- AdvisorHub.com - An Insider’s Perspective of LPL Strategic Wealth Services - A “Modern” Supported Independence Model
- WealthManagement.com - Mindy Diamond on Independence - Merrill Lifer Josh Brown on Breaking New Ground With LPL Strategic Wealth Services
- Barron's - LPL Financial’s Strategic Wealth Services Unit Lands 20th Team
- Barron's - LPL Financial Attracts Over $1 Billion Advisor Enterprise
- Barron's - 10 People to Watch in Wealth Management in 2022
- WealthManagement.com - Advisor Innovations - LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship
- Financial Planning - Better forms partnership with LPL Financial
- InvestmentNews - LPL names three to its Advisor Inclusion Council
- WealthManagement.com - LPL Recruits $13B in Q3 as New Affiliation Models Appeal to Advisors
- Barron's - LPL Financial’s Assets Climb to Record, Advisor Headcount Jumps by 500-Plus
- The Fintech Times - Women in Fintech - AllianceBlock, Chetwood Financial, Synechron, Ascend, Moneyhub, LPL Financial
- ebn - LPL is bringing retirement savings services to small businesses
- Financial Planning - Newly independent Iranian-American advisor used insult as spur to success
- WealthManagement.com - Exclusive - LPL Recruits First Independent Practice Into Strategic Wealth Services
- ThinkAdvisor - LPL Names Chief Data Officer
- Barron's - LPL Financial Is Growing Like Gangbusters. Expect More, CEO Says.
- Wealth Solutions Report - Recruiting Roundtable - An Uptick in Year-End Recruiting? LPL, Cetera, Commonwealth Discuss
- Barron's - The One Thing Advisors Need to Know Before Going Indie
- AdvisorHub - $1.6-Mln Wirehouse Vet Waves Goodbye to Morgan Stanley, Hello to LPL Affiliate Gladstone
- Think Advisor - LPL Nabs Morgan Stanley Exec for Compliance Role
- Investment News - Custodians tap into a rising tide in the RIA industry
- Financial Planning - IBD Elite 2021 - LPL’s hybrid RIA power play
- WealthManagement.com - Advisor Innovations - Matthew Enyedi on Business Solutions for the Modern Advisor
- CIO.com - Customer experience - The new IT imperative
- InvestmentNews - Transitioning from the 60/40 mindset and an adviser for progressives
- ThinkAdvisor - LPL Testing Paraplanning, Other Advisor Programs
- ThinkAdvisor - LPL Adds SMAs to Model Wealth Platform
- WealthManagement.com - LPL Introduces Client Engagement, Bookkeeping Services for Advisors
- WealthManagement.com - LPL to Bring Multicustodial Workflows, Niche Service Teams to Advisors
- AdvisorHub - LPL CEO Tweaks Wirehouses, Custodians as Firm Looks to Grow Beyond Its Indie Roots
- Financial Advisor - LPL Stresses The Changing Client Experience At Focus Conference
- ThinkAdvisor - LPL Nabs JPMorgan Exec to Lead Advisor Services
- ThinkAdvisor - LPL Drops Account Minimums on Some Portfolios
- ThinkAdvisor - LPL Tops $1T in Assets and 19,000 Advisors - Q2 Earnings
- Financial Planning - LPL’s acquisition and recruiting supercharge firm’s growth
- Barron's - Recruiting, M&A Lift LPL Financial to Record Quarter
- WealthManagement.com - LPL Introduces Short-Term Leave for Advisors
- ThinkAdvisor - South Carolina Moves to Stop Elder Financial Abuse
- ThinkAdvisor - LPL Rolls Out New Model Wealth Portfolio Platform Feature - Tech Roundup
- Financial Advisor IQ - LPL Adds M&T Bank’s $22B Brokerage and Advisory Biz
- Barron's - LPL Financial Lures Third $1 Billion-Plus Team in Less Than 2 Weeks
- Barron's - LPL’s Wirehouse Breakaway Unit Gains Traction, Signs $1.3 Billion Wells Fargo Team
- FinancialPlanning - $1.3B ex-wirehouse team launches independent practice with LPL’s Strategic Wealth Services
- Barron's - Tech Offering Helped LPL Financial Sign New $36 Billion Partner
- ThinkAdvisor - LPL Adds $36B Credit Union-Focused Client
- Financial Advisor IQ - LPL Names Ex-Waddell President to Key Role Following Acquisition
- WealthManagement.com - LPL Unveils Pure-Play Custodial Service for Fee-Only RIAs
- Financial Advisor - LPL Becomes First IBD On Fortune 500 List
- WealthManagement.com - Advisor Innovations - The Evolution of LPL’s New Affiliation Models
- Barron's - How LPL Won Over More Than 900 Waddell & Reed Advisors
- ThinkAdvisor - LPL Closes Waddell & Reed Deal, Adding 900 Reps
- RIABiz - LPL Financial steamrolled results in the first quarter, 2021, with largest-ever 'organic' growth and a surging share price to match
- InvestmentNews - LPL adds 385 advisers in record-setting first quarter
- Barron's - Aggressive Recruiting Pushes LPL Financial Headcount to New Heights
- Barron's - LPL Recruits $650M Merrill Lynch Team for New Breakaway Business
- Financial Advisor - IBDs Navigate the Pandemic
- WealthManagement.com - Inside an LPL Advisor's Succession Plan
- MarTech Outlook - Customer Analytics to Fuel Change and Create an Advantage
- CIO - CIOs double down on D&I to build stronger businesses
- Financial Advisor - LPL Video Series Highlights Industry Barriers Black Advisors Face
- ThinkAdvisor - LPL’s Andy Kalbaugh - The Exit Interview
- ThinkAdvisor - LPL Unveils New Brand Identity
- WealthManagement.com - LPL's M&A Program Goes Live
- ThinkAdvisor - LPL Rolls Out M&A Services
- InvestmentNews - LPL hanging onto Waddell & Reed advisers and assets
- InvestmentNews - RIA valuations holding up despite pandemic and firms paying more up front
- Financial Advisor - Advisor M&A Grew In 2020 Despite Covid
- ThinkAdvisor - LPL Nabs Microsoft Exec to Lead Advisor Solutions
- Barron's - How LPL Plans to Recruit More Wirehouse Advisors This Year