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LPL Financial Media Coverage

The latest news stories from the trade and consumer press.

Financial Advisor IQ: LPL to Advisors: Sell Us Your Small Accounts, You Focus on Growth
November 17, 2022
Forbes: Stocks Rally Following Strong Inflation Report, Buffett Bets $4 Billion On Chipmakers
November 15, 2022
Moody's: Moody's upgrades LPL to Baa3, outlook stable
November 14, 2022
Washington Post: Stocks soar after inflation data comes in cooler than expected
November 11, 2022
Fox Business: Expect longer, but smaller rate hikes from the Fed: Quincy Krosby
November 11, 2022
Nasdaq: Going Digital Is Essential for Wealth Management: Here’s Why
November 10, 2022
CBS: The midterms and your money: What a divided government means for the U.S. economy
November 9, 2022
The Motley Fool: Here's How This Financial Advisor Stock Is Beating the Bear Market
November 9, 2022
Financial Advisor: LPL To Acquire $40B Branch Office In South Carolina
November 8, 2022
Investment News Podcast: Rich Steinmeier sheds light on LPL’s latest acquisition and the path ahead
November 7, 2022
Investment News: Bank platform managing $2.6 billion moves to LPL
November 7, 2022
Wealth Management: LPL to Acquire One of Its Own Branch Offices for the First Time
November 3, 2022
ThinkAdvisor: LPL Purchases Its Own $40B Branch Office
November 3, 2022
Financial Advisor: LPL Earnings Soar 127% In Q3, Beating Analyst Estimates
October 28, 2022
Wealth Management: LPL Reports $20B in Organic Growth, Despite Market Volatility
October 28, 2022
Barron's: LPL Financial Profits Jump as Recruiting and Net Interest Income Surge
October 28, 2022
Financial Advisor IQ: These Broker-Dealers Tout Flexibility in Affiliation Models
October 20, 2022

Barron's: $1 Billion Merrill Lynch Advisor Goes Indie With LPL
October 6, 2022
Financial Advisor: Courting Advisors After Covid
October 1, 2022
Think Advisor: LPL Adds Bookkeeping Services for Advisors
September 29, 2022
City Wire: LPL names new chief investment officer
September 27, 2022
Wealth Management: Pete Dorsey to Lead LPL's Institution Services
September 26, 2022
Wealth Management: CTOs: 'Tech-Forward' Advisors Key to Better Tech Adoption
September 12, 2022
Wealth Management: LPL wins 2 WealthManagement.com industry awards
September 9, 2022
Investment News: Bank platform managing $2.6 billion moves to LPL
August 26, 2022
Think Advisor: LPL Nabs Wells Fargo Exec
By Dinah Wisenberg Brin, August 10, 2022
Barron's: LPL Financial Nets Big Recruiting Gains
By Andrew Welsch, August 03, 2022
Wealth Management: LPL Recruits Record $44B in Q2
By Diana Britton, August 03, 2022
Barron's: LPL Taps Industry Veteran Bill Sappington to Lead Banking and Lending Push
By Kenneth Corbin, July 15, 2022
Wealth Management: LPL to Acquire 108-Year-Old Brokerage Boenning & Scattergood
By Diana Britton, July 08, 2022
Wealth Management: LPL’s Steve Earner on the Evolution of Custody
By Diana Britton, July 06, 2022
Think Advisor: LPL Rolls Out HNW Services
By Janet Levaux, June 15, 2022
Next Advisor: Best Home Equity Loan Rates for June 2022
By Ryan Haar, June 06, 2022
NY Post: Dow ends week on losing note despite strong US jobs report
By Ariel Zilber, June 03, 2022
Next Advisor: A Top LPL Advisor and Advocate Talks Secure Act 2.0, DOL Fiduciary Rule By Jane Wollman Rusoff, June 03, 2022
Wealth Management: LPL Begins to Onboard CUNA Mutual’s Wealth Management Business
By Diana Britton, May 25, 2022
Forbes: Housing Market Boom ‘Is Over’ As New Home Sales Implode–Here’s What To Expect From Prices This Year
By Jonathan Ponciano, May 24, 2022
Kiplinger: Best Buy Kicks Off Heavy Week of Retail Earnings
By Karee Venema, May 23, 2022
CNN: The Dow is on its longest weekly losing streak since 1923
By Matt Egan, May 20, 2022
Financial Advisor IQ: LPL Draws FA from Oppenheimer in Dallas
By Randall Pickett, May 20, 2022
Financial Advisor IQ: Merrill FA Bolts for LPL-Affiliated RIA Firm
By Alex Padalka, May 19, 2022
Financial Advisor Magazine: Advisor With $510M AUM Exits Wells Fargo To Go Independent With LPL
By FA Staff Writer, May 13, 2022
Barrons: How Younger Investors Can Invest in This Topsy-Turvy Market
By FA Andrew Welsch, May 11, 2022
CNBC: In today’s environment, the notion that the stock market isn’t the economy doesn’t hold up anymore
By Jeff Cox, May 09, 2022
NBC: Here is What the Interest Rate Hike Means for You
By Kelvin Henry, May 06, 2022
Forbes: Dow Plunges 1,000 Points, Tech Shares Crater As Stocks Erase Gains From Post-Fed Rally
By Sergei Klebnikov, May 05, 2022
BNN Bloomberg: Wall Street staggers with 'vicious' US$1.3T stock selloff
By Vildana Hajric and Ryan Vlastelica, Bloomberg News, May 05, 2022
CNBC: Seasonal trends could be a drag on a stock market that needs a rebound
By Jesse Pound, April 29, 2022
Forbes: Nasdaq Posts Worst Month Since 2008 And Dow Plunges 900 Points: Market Sell-Off Continues
By Sergei Klebnikov, April 29, 2022
Yahoo Finance: LPL Financial Hires Brett Goodman as Executive Vice President, Corporate Development and Investor Relations
April 29, 2022
Fortune: The U.S. Economy Shrank in the First Quarter, but Economists say you Shouldn’t Freak Out
By Will Daniel, April 28, 2022
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
By Jesse Pound, April 29, 2022
Forbes: Nasdaq Posts Worst Month Since 2008 And Dow Plunges 900 Points: Market Sell-Off Continues
By Sergei Klebnikov, April 29, 2022
Yahoo Finance: LPL Financial Hires Brett Goodman as Executive Vice President, Corporate Development and Investor Relations
April 29, 2022
Fortune: The U.S. Economy Shrank in the First Quarter, but Economists say you Shouldn’t Freak Out
By Will Daniel, April 28, 2022
City Wire: LPL onboards $6bn brokerage business from People’s United
By Andrew Foerch, April 27, 2022
Wealth Management: LPL Financial to Add $6B People's United Bank to Brokerage, Advisory Platform
By Ali Hibbs, April 27, 2022
Wealth Management: LPL Financial to Add $6B People's United Bank to Brokerage, Advisory Platform
By Ali Hibbs, April 27, 2022

Wealth Management: LPL Lures Merrill’s Head of Digital to Replace Burt White
By Diana Britton, April 25, 2022

Barron's: LPL Financial Hires Away Merrill Lynch’s Top Digital Exec
By Andrew Welsch, April 25, 2022

Think Advisor: LPL Launches Paraplanning Services for Its Advisors
By Jeff Berman, April 19, 2022

Financial Advisor IQ: LPL Says 17% of its FAs Are Women
By Alex Padalka, April 8, 2022

ThinkAdvisor: LPL Launches SMA Strategies on Model Portfolio Platform
By Janet Levaux, March 31, 2022

Elite Consulting Partners: Ep.89: LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President
March 24, 2022

InvestmentNews.com: Kitces, LPL exec agree on need for more transparency from RIA custodians
By Mark Schoeff Jr, March 16, 2022

WealthManagement.com: Q&A: LPL's Shawn Mihal on Growing Momentum in the Institutional Channe
By Diana Britton, February 17, 2022

Wealth Management: LPL Financial to Add $6B People's United Bank to Brokerage, Advisory Platform
By Ali Hibbs, April 27, 2022

Wealth Management: LPL Lures Merrill’s Head of Digital to Replace Burt White
By Diana Britton, April 25, 2022

Barron's: LPL Financial Hires Away Merrill Lynch’s Top Digital Exec
By Andrew Welsch, April 25, 2022

Think Advisor: LPL Launches Paraplanning Services for Its Advisors
By Jeff Berman, April 19, 2022

Financial Advisor IQ: LPL Says 17% of its FAs Are Women
By Alex Padalka, April 8, 2022

ThinkAdvisor: LPL Launches SMA Strategies on Model Portfolio Platform
By Janet Levaux, March 31, 2022

Elite Consulting Partners: Ep.89: LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President
March 24, 2022

InvestmentNews.com: Kitces, LPL exec agree on need for more transparency from RIA custodians
By Mark Schoeff Jr, March 16, 2022

WealthManagement.com: Q&A: LPL's Shawn Mihal on Growing Momentum in the Institutional Channe
By Diana Britton, February 17, 2022

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
By Brooke Southall, February 4, 2022

Barron's: LPL Assets Soar, Profits Slip as It Closes In on 20,000 Advisors
By Kenneth Corbin, February 4, 2022

Investment News: LPL doubles recruited assets in 2021
By Bruce Kelly, February 4, 2022

WealthManagement.com: LPL Doubles Recruited Assets in 2021, Nears 20,000 Advisors
February 4, 2022

WealthManagement.com: Mindy Diamond on Independence: An Insider’s Perspective of LPL Strategic Wealth Services
By Mindy Diamond, February 3, 2022

Portfolio: Leading With Optimism Amongst Uncertainty
By Irene Yeh, February 2, 2022

AdvisorHub.com: An Insider’s Perspective of LPL Strategic Wealth Services: A “Modern” Supported Independence Model
By Mindy Diamond, January 2022

WealthManagement.com: Mindy Diamond on Independence: Merrill Lifer Josh Brown on Breaking New Ground With LPL Strategic Wealth Services
By Mindy Diamond, January 27, 2022

Barron's: LPL Financial’s Strategic Wealth Services Unit Lands 20th Team
By Andrew Welsch, January 24, 2022

Barron's: LPL Financial Attracts Over $1 Billion Advisor Enterprise
By Andrew Welsch, January 5, 2022

Barron's: 10 People to Watch in Wealth Management in 2022
By Andrew Welsch, December 27, 2021

WealthManagement.com: Advisor Innovations: LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship
By David Armstrong, November 19, 2021

Financial Planning: Better forms partnership with LPL Financial
By Bonnie Sinnock, November 15, 2021

InvestmentNews: LPL names three to its Advisor Inclusion Council
By InvestmentNews, November 10, 2021

WealthManagement.com: LPL Recruits $13B in Q3 as New Affiliation Models Appeal to Advisors
By Diana Britton, November 1, 2021

Barron's: LPL Financial’s Assets Climb to Record, Advisor Headcount Jumps by 500-Plus
By Ross Snel, October 29, 2021

The Fintech Times: Women in Fintech: AllianceBlock, Chetwood Financial, Synechron, Ascend, Moneyhub, LPL Financial
By Polly Jean Harrison, October 21, 2021

ebn: LPL is bringing retirement savings services to small businesses By Paola Peralta, October 20, 2021

Financial Planning: Newly independent Iranian-American advisor used insult as spur to success
By Tobias Salinger, October 4, 2021

WealthManagement.com: Exclusive: LPL Recruits First Independent Practice Into Strategic Wealth Services
By Diana Britton, September 20, 2021

ThinkAdvisor: LPL Names Chief Data Officer
By Jeff Berman, September 14, 2021

Barron's: LPL Financial Is Growing Like Gangbusters. Expect More, CEO Says.
By Andrew Welsch, September 13, 2021

Wealth Solutions Report: Recruiting Roundtable: An Uptick in Year-End Recruiting? LPL, Cetera, Commonwealth Discuss
By Jeff Nash

Barron's: The One Thing Advisors Need to Know Before Going Indie
By Andrew Welsch, September 9, 2021

AdvisorHub: $1.6-Mln Wirehouse Vet Waves Goodbye to Morgan Stanley, Hello to LPL Affiliate Gladstone
By Mason Braswell, September 8, 2021

Think Advisor: LPL Nabs Morgan Stanley Exec for Compliance Role
By Janet Levaux, September 8, 2021

Investment News: Custodians tap into a rising tide in the RIA industry
By Devin McGinley, August 23, 2021

Financial Planning: IBD Elite 2021: LPL’s hybrid RIA power play
By Tobias Salinger, August 23, 2021

WealthManagement.com: Advisor Innovations: Matthew Enyedi on Business Solutions for the Modern Advisor
By David Armstrong, August 23, 2021

CIO.com: Customer experience: The new IT imperative
By Mary Pratt, August 16, 2021

InvestmentNews: Transitioning from the 60/40 mindset and an adviser for progressives

ThinkAdvisor: LPL Testing Paraplanning, Other Advisor Programs
By Janet Levaux, August 9, 2021

ThinkAdvisor: LPL Adds SMAs to Model Wealth Platform
By Jeff Berman, August 6, 2021

WealthManagement.com: LPL Introduces Client Engagement, Bookkeeping Services for Advisors
By Diana Britton, August 5, 2021

WealthManagement.com: LPL to Bring Multicustodial Workflows, Niche Service Teams to Advisors
By Diana Britton, August 4, 2021

AdvisorHub: LPL CEO Tweaks Wirehouses, Custodians as Firm Looks to Grow Beyond Its Indie Roots
August 4, 2021

Financial Advisor: LPL Stresses The Changing Client Experience At Focus Conference
August 4, 2021

ThinkAdvisor: LPL Nabs JPMorgan Exec to Lead Advisor Services
By Janet Levaux, August 3, 2021

ThinkAdvisor: LPL Drops Account Minimums on Some Portfolios
By Janet Levaux, August 2, 2021

ThinkAdvisor: LPL Tops $1T in Assets and 19,000 Advisors: Q2 Earnings
By Janet Levaux, July 30, 2021

Financial Planning: LPL’s acquisition and recruiting supercharge firm’s growth
By Tobias Salinger, July 30, 2021

Barron's: Recruiting, M&A Lift LPL Financial to Record Quarter
By Andrew Welsch, July 30, 2021

WealthManagement.com: LPL Introduces Short-Term Leave for Advisors
By Diana Britton, July 16, 2021

ThinkAdvisor: South Carolina Moves to Stop Elder Financial Abuse
By Janet Levaux, July 06, 2021

ThinkAdvisor: LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech Roundup
By Jeff Berman, July 1, 2021

Financial Advisor IQ: LPL Adds M&T Bank’s $22B Brokerage and Advisory Biz
By Alex Padalka, June 25, 2021

Barron's: LPL Financial Lures Third $1 Billion-Plus Team in Less Than 2 Weeks
By Ross Snel, June 24, 2021

Barron's: LPL’s Wirehouse Breakaway Unit Gains Traction, Signs $1.3 Billion Wells Fargo Team
By Andrew Welsch, June 22, 2021

FinancialPlanning: $1.3B ex-wirehouse team launches independent practice with LPL’s Strategic Wealth Services
By Lily Wolfson, June 21, 2021

Barron's: Tech Offering Helped LPL Financial Sign New $36 Billion Partner
By Andrew Welsch, June 16, 2021

ThinkAdvisor: LPL Adds $36B Credit Union-Focused Client
By Janet Levaux, June 14, 2021

Financial Advisor IQ: LPL Names Ex-Waddell President to Key Role Following Acquisition
By Alex Padalka, June 9, 2021

WealthManagement.com: LPL Unveils Pure-Play Custodial Service for Fee-Only RIAs
By Diana Britton, June 8, 2021

Financial Advisor: LPL Becomes First IBD On Fortune 500 List
By Jacqueline Sergeant, June 4, 2021

WealthManagement.com: Advisor Innovations: The Evolution of LPL’s New Affiliation Models
By David Armstrong, May 7, 2021

Barron's: How LPL Won Over More Than 900 Waddell & Reed Advisors
By Andrew Welsch, May 4, 2021

ThinkAdvisor: LPL Closes Waddell & Reed Deal, Adding 900 Reps
By Janet Levaux, April 30, 2021

RIABiz: LPL Financial steamrolled results in the first quarter, 2021, with largest-ever 'organic' growth and a surging share price to match
By Brooke Southall, April 30, 2021

InvestmentNews: LPL adds 385 advisers in record-setting first quarter
By Jeff Benjamin, April 30, 2021
Barron's: Aggressive Recruiting Pushes LPL Financial Headcount to New Heights
By Andrew Welsch, April 29, 2021
Barron's: LPL Recruits $650M Merrill Lynch Team for New Breakaway Business
By Andrew Welsch, April 12, 2021
Financial Advisor: IBDs Navigate the Pandemic
By Eric Rasmussen, April 1, 2021
WealthManagement.com: Inside an LPL Advisor's Succession Plan
By Diana Britton, March 29, 2021

MarTech Outlook: Customer Analytics to Fuel Change and Create an Advantage
By Dayton Semerjian, March 22, 2021

CIO: CIOs double down on D&I to build stronger businesses
By Clint Boulton, March 19, 2021

Financial Advisor: LPL Video Series Highlights Industry Barriers Black Advisors Face
By Jacqueline Sergeant, February 24, 2021

ThinkAdvisor: LPL’s Andy Kalbaugh: The Exit Interview
By Janet Levaux, February 22, 2021

ThinkAdvisor: LPL Unveils New Brand Identity
By Jeff Berman, February 17, 2021

WealthManagement.com: LPL's M&A Program Goes Live
By Diana Britton, February 11, 2021

ThinkAdvisor: LPL Rolls Out M&A Services
By Janet Levaux, February 11, 2021

InvestmentNews: LPL hanging onto Waddell & Reed advisers and assets
By Bruce Kelly, February 5, 2021

InvestmentNews: RIA valuations holding up despite pandemic and firms paying more up front
By InvestmentNews, January 21, 2021

Financial Advisor: Advisor M&A Grew In 2020 Despite Covid
By Jacqueline Sergeant, January 20, 2021

ThinkAdvisor: LPL Nabs Microsoft Exec to Lead Advisor Solutions
By Jeff Berman, January 20, 2021

Barron's: How LPL Plans to Recruit More Wirehouse Advisors This Year
By Ross Snel, January 11, 2021