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LPL in the News

LPL Financial’s leaders and experts deliver unique perspectives on what’s happening at LPL and in the industry. Our press releases cover the latest news, including new advisors and teams joining LPL, our latest executive hires, and notable recognitions.

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LPL to launch private wealth advisor affiliation model in 2023

November 18, 2022

Independent broker-dealer giant LPL Financial plans to launch a new private wealth affiliation program in 2023, a major push to compete with high-end wealth managers. Rich Steinmeier, the managing director and divisional president of business development at LPL, said that the model would aid high net worth advisors with clients who have at least $2 million of investable assets, and in some cases at least $5 million, offering them stronger capabilities in estate planning, capital markets and specialized lending.

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Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial

June 14, 2023

The conversation between Frank and Kimberly is both fast-paced and insightful. Advisors are certain to come away from this episode with plenty of food for thought about LPL’s Strategic Wealth Services model and how it could influence their own book of business.

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Investors May Have Thought LPL Was Just Like Schwab. It Isn’t.

March 14, 2023

William Blair’s Schmitt rates LPL’s stock as outperform. During the company’s quarterly earnings call in January, LPL Financial CFO Matthew Jon Audette said clients were moving cash into equity markets, fixed-income, and other investments. He added that demand for deposits from third-party banks is “well in excess of the deposits that we have, and you’re starting to see that lead to price improvement.”

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PRESS RELEASES

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Advisor Brendan Wood Joins Linsco by LPL Financial

August 9, 2023

Veritas Legacy Wealth Launches with Support from LPL

August 8, 2023

LPL Kicks Off 2023 Focus Conference in San Diego

August 5, 2023

LPL Financial Adds Direct Indexing to Its MWP Platform

August 5, 2023

Advisor Richard Donahue Returns to LPL

August 2, 2023

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