LPL Financial Press Room

Find the most recent LPL news, advisor stories, and press releases as well as the latest commentary from the LPL Research team.

River’s Edge Wealth Partners Joins LPL Strategic Wealth Services

Advisor Tony Frigoletto joins LPL’s new affiliation model designed to support the unique needs of veteran advisors seeking independence. The team joins from Wells Fargo Advisors and reported serving $500M AUM.

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LPL Financial Welcomes Raintree Wealth Partners

Advisors Allen Lorenzi, Ira Shapiro and Michael Walker have teamed up to form a new practice, Raintree Wealth Partners, joining LPL Financial and Stratos Wealth Partners. They reported serving approximately $375 AUM.

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Equitrust Joins LPL from Advisor Group

Equitrust Financial Group has joined LPL from Securities America, part of Advisor Group. The advisors reported having served approximately $800 million in brokerage, advisory and retirement plan assets.

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Around the Table: diversity and inclusion video series

Episode 6

LPL leaders and advisors share their own experiences that demonstrate just how personal diversity and inclusion is

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Episode 7

Financial advisors share perspectives on being among the few representing certain backgrounds.

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Episode 8

Join LPL leaders and advisors as they discuss how something as simple as a hello can make people feel included.
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WATCH SERIES

Updates on COVID-19

  • Help for New York Life Insurance Policyholders
  • Help for New York Life Insurance Policyholders

Help for New York Life Insurance Policyholders

If you’re experiencing hardship due to the COVID-19 emergency in New York State, your insurance carrier or annuity provider may be able to help. Find out more about your rights, and see if you qualify for a temporary grace period due to financial hardship. 

Blyth & Associates Financial Services Moves to LPL Financial in Midst of Pandemic

“After looking around the industry, we believe LPL is ahead of the curve, and my entire team is excited about the enhanced digital efficiencies that will free us up to spend more time with our clients.” – Bill Blyth

LPL's Commitment to Financial Professionals and Employees During COVID-19

We are focused on providing the service and support our financial professionals and their clients need during this critical time, while ensuring our employees are safe and empowered to deliver on our mission.