Media Coverage

The latest news stories from the trade and consumer press.

SFGate: The Mohr Financial Group Chooses Integrated Partners, LPL Financial
July 23, 2019
CNBC: How Advances in Fintech are Helping Financial Advisors
By Sarah O'Brien, July 22, 2019
WealthManagement.com: Firms Find a Model for Growth in LPL's New Training Program
By Diana Britton, June 21, 2019
WealthManagement.com: What's Next for LPL's Advisor Sleeve? Machine Learning and AI
By Diana Britton, June 17, 2019
InvestmentNews: LPL Cuts Ticket Charge for Some ETFs on Key RIA Platforms
By Bruce Kelly, May 30, 2019
Financial Planning: LPL Eyes Employee Channel to Become 'Next Generation' IBD
By Tobias Salinger, May 22, 2019
InvestmentNews: Honoring Innovation: LPL Financial recognized for its innovative approach to the opportunities and challenges facing the financial advice profession
By Vanessa Drucker and Ellie Zhu, May 11, 2019
WealthManagement.com: LPL Revamps Account Opening Process
By Diana Britton, May 7, 2019
Financial Planning: Higher Offers and Revamped Recruiting Yield Record Results for LPL
By Tobias Salinger, May 3, 2019
ThinkAdvisor: Want to Connect Better? Try Dan Arnold's Technique
By Jon Henschen, Feb. 22, 2019
Financial Planning: How Can Advisors Tap Underserved Communities? LPL Wants to Know
By Tobias Salinger, Feb. 19, 2019
Barron's: How LPL Financial Is Walking Tall
By Ross Snel, Feb. 13, 2019
InvestmentNews: Ramped Up Tech Spending Has Helped LPL Recruit Advisors
By Bruce Kelly, Feb. 12, 2019
ThinkAdvisor: Women in WealthTech: Kirby Horan-Adams of LPL Financial
By Janet Levaux, Jan. 31, 2019
WealthManagement.com: LPL Advisors Gain Access to AdvisoryWorld's Proposal Tool
By Michael Thrasher, Jan. 31, 2019

WealthManagement.com: LPL on the Rebound
By Samuel Steinberger, Jan. 31, 2019
WealthManagement.com: LPL Moves to Protect Future Trail Commissions on Variable Annuities
By Diana Britton, Jan. 24, 2019
Blueprint: Sara Nomellini – LPL Financial: Building Much More Than Just a Space
By Taryn Plumb
Financial Advisor: Tech Wars Roil Custodian Landscape
By Karen Demasters, Jan. 2, 2019

Barron's: LPL's Dan Arnold: Tech Will Fuel Our Growth
By Steve Garmhausen, Dec. 21, 2018

WealthManagement.com: The Ten to Watch in 2019: Dimple Shah, LPL Financial
Nov. 6, 2018

PlanAdviser: DISRUPTION: Talking Adviser Recruiting with LPL Leadership
By John Manganaro, June 27, 2018

Asset TV: Broker Dealer MASTERCLASS: State of the Industry
March 27, 2018

Bank Investment Consultant: Why Post-Fiduciary Calls for Smaller Books are Right
By Lee Conrad, March 12, 2018

Financial Planning: Webster Bank Rolls Out LPL-Backed Digital Advice Platform
By Margarida Correia, Feb. 13 2018

RIABiz: All-LPL M&A Deal Yields One $875-Million Firm in which Black Diamond, Schwab and Vanguard are Named Factors
By Brooke Southall, Nov. 29, 2017

Bank Investment Consultant: Banks Face Unique Opportunity to Grow Programs Through Acquisition
By Arthur Osman, Oct. 31, 2017

InvestmentNews: LPL Retains $2 Billion Firm Affiliated with NPC
By Bruce Kelly, Oct. 19, 2017

Bank Investment & Securities Association Magazine: LPL's Arthur Osman: Views on the Regulatory Revolution and Industry Evolution
By Gina Lauer, Oct. 4, 2017

Financial Planning: With Millions of Dollars at Stake, LPL Courts NPH Advisors
By Tobias Salinger, Sept. 18, 2017

Inc.: Can Tax Policy Make More Americans Save for Retirement?
By Steve Mendelsohn, Sept. 12, 2017

Bank Investment Consultant: Segmenting a Book Can Lead to Better Teamwork
By Lee Conrad, Aug. 30, 2017

Financial Planning: LPL Buys National Planning Holdings with Eye Toward 17,000-Advisor Firm
By Tobias Salinger, Aug. 15, 2017

Financial Advisor: LPL Moves Technology Needle
By Joel Bruckenstein, Aug. 8, 2017

ThinkAdvisor: A Look Inside LPL's DOL Fiduciary Strategy
By Emily Zulz, Aug. 3, 2017

Financial Planning: How LPL is Jump-Starting HNW Growth
By Charles Paikert, Aug. 1, 2017

Financial Planning: LPL: We're Ready to Double Down on Core Business
By Charles Paikert and Scott Wenger, Aug. 1, 2017

InvestmentNews: LPL's Dan Arnold: 'Uberization' is Coming to Advisers' Offices
By Bruce Kelly, July 31, 2017

Financial Planning: 5 Strategies to Boost Your RIA's Valuation
By Charles Paikert, July 19, 2017

InvestmentNews: $470M Retirement-Focused RIA Joins LPL
By Greg Iacurci, June 13, 2017

InvestmentNews: How Financial Advisers Can Drive More Value Into Their Business
By Jeremy Holly, May 25, 2017

InvestmentNews: Cambridge Loses $120 Million Team to LPL
May 22, 2017

Bank Investment Consultant: Segmenting a Book Under a Fiduciary Standard
May 22, 2017

InvestmentNews: LPL Leads a Big Quarter for Broker-Dealer Moves
By Jeff Benjamin, May 17, 2017

Financial Planning: LPL Grabs Merrill Lynch Breakaways in Sign of Fiduciary 'Disruption'
By Tobias Salinger, May 9, 2017

Employee Benefit News: Can Architectual Wellness Slash Employers' Costs?
By Amanda Eisenberg, May 1, 2017

ThinkAdvisor: Frontrunners: The 2017 IA 25
May 1, 2017

Bank Investment Consultant: LPL Snatches Bell Bank from Cetera
By Margarida Correia, March 16, 2017

401K Specialist: Why Choice is Champion in The New 401k Fiduciary World
By John Sullivan, March 8, 2017
InvestmentNews: Banks, Credit Unions Could Start Buying Advisory Practices
By Jeff Benjamin, Feb. 1, 2017
Financial Advisor: DOL Rule Sparks Changes Even While Rule is in Limbo
By Karen Demasters, Jan. 27, 2017
LA Times: A Strong Market for Financial Advisors
By Mike Freeman, Aug. 25, 2016
Financial Planning: What LPL Wants from Robo Advice
By Suleman Din, June 29, 2016
BISA Magazine: Disruption is Just Part of the Way We Live Today
By Andrew Singer, May, 2016
Financial Advisor: LPL Looks to High-Net-Worth Market
By Tom Kostigen, May 4, 2016
Money: Why Florida is Losing Its Grip on Retirees
By Dan Kadlex, April 4, 2016

Financial Planning: LPL Grabs Merrill Lynch Breakaways in Sign of Fiduciary 'Disruption'
By Tobias Salinger, May 9, 2017

Employee Benefit News: Can Architectual Wellness Slash Employers' Costs?
By Amanda Eisenberg, May 1, 2017

All-LPL M&A deal yields one $875-million firm in which Black Diamond, Schwab and Vanguard are named factors

Advisors Moving to LPL

Current LPL Advisors

Clients of LPL Advisors

Media Coverage