Media Coverage

The latest news stories from the trade and consumer press.

InvestmentNews: LPL Integrates Envestnet MoneyGuide with ClientWorks
By Ryan Neal, Jan. 9, 2020
Financial Planning: LPL Plans More Deep Integrations After MoneyGuide Build
By Tobias Salinger, Jan. 9, 2020
AdvisorHub: A Conversation with Rich Steinmeier, Managing Director and Divisional President, Business Development at LPL Financial
By Tony Sirianni, Jan. 7, 2020
InvestmentNews: LPL Planting Flag in ETF Price War
By Bruce Kelly, Dec. 5, 2019
WealthManagement.com: LPL Eliminates Commissions on Over 450 ETFs
By Diana Britton, Dec. 5, 2019
ThinkAdvisor: LPL Introducing No-Transaction-Fee ETFs for Advisors
By Bernice Napach, Dec. 5, 2019
InvestmentNews: LPL Improves ClientWorks to Chop 5 Minutes from Account Opening Process
By Ryan Neal, Dec. 2, 2019
WealthManagement.com: LPL APP Shortens Account Opening from 9 to 4 (Minutes)
By Davis Janowski, Dec. 2, 2019
Diamond Consultants: LPL Reinvented: Going Beyond the Traditional Broker Dealer Model
By Mindy Diamond, Nov. 18, 2019
WealthManagement.com: LPL Dresses Up Client- and Advisor-Facing Tech
By Diana Britton, Nov. 15, 2019
Financial Planning: In One African-American Woman’s Experience, Lessons for an Entire Industry
By Tobias Salinger, Nov. 12, 2019
InvestmentNews: Technology Systems Challenged to be All Things to All Advice Firms
By Ryan W. Neal, Nov. 7, 2019
401(k) Specialist: Fiduciary Benchmarks Launches ‘Business Management Dashboard’ with LPL
By John Sullivan, Nov. 5, 2019
InvestmentNews: LPL Led Gains in Advisor Headcount Last Quarter
By Bruce Kelly, Oct. 29, 2019
Kitces: Building a Small-Town LGBTQ Niche While Coming Out to Your Broker-Dealer, with Laura LaTourette
By Michael Kitces, Oct. 29, 2019
InvestmentNews: LPL Financial Cut Trade, Advisory Costs by $15 Million in 2019
By Bruce Kelly, Oct. 25, 2019
Financial Planning: After Record Net New Assets, How LPL Aims to Boost Them Even Highter
By Tobias Salinger, Oct. 25, 2019
ThinkAdvisor: LPL Has 'Reduced Pricing' to Help Advisors
By Janet Lavaux, Oct. 25, 2019
Financial Planning: Longtime 'aspiration' realized: Bank advisor goes indie with LPL
By Tobias Salinger, Oct. 14, 2019
WealthManagement.com: LPL Financial Wins 2019 WealthManagement Industry Awards for Technology and Social Responsibility
Oct. 2, 2014
Financial Planning: Certified Kingdom Advisors Grow at LPL Financial
By Tobias Salinger, Sep. 19, 2019
Financial Planning: LPL Near Launch of Ex-Wirehouse Channel After Starting Employee Model
By Tobias Salinger, Sep. 16, 2019
Financial Planning: Can LPL Be Everything to Everybody? Firm’s Answer is a (Qualified) Yes
By Tobias Salinger, Sep. 12, 2019
WealthManagement.com: LPL Pivots Toward the Center on Branch Recruiting
By Dianna Britton, Sep. 5, 2019
T3 Technology Hub: Technology Was Center Stage at Recent LPL Focus Conference
By Joel Bruckenstein, Aug. 28, 2019
Wealth Management Today: Learn the Secret Behind Why 4,000 Advisors Attended the LPLFocus 2019 Conference
By Craig Iskowitz, Aug. 28, 2019
Wealth Management Today: A Maniacal Focus on Advisor Convenience at LPL Financial
By Craig Iskowitz, Aug. 27, 2019
ThinkAdvisor: LPL Execs Stress the Importance of Advisors Focusing on What They Do Best
By Jeff Berman, Aug. 21, 2019
Financial Advisor: LPL Provides Tools to Assist Advisors With Acquisition And Monetization
By Jacqueline Sergeant, Aug. 20, 2019
ThinkAdvisor: LPL Expands ClientWorks and Other Tech Initiatives
By Jeff Berman, Aug. 20, 2019
ThinkAdvisor: LPL Execs Tout Capital, Succession Planning Solutions
By Jeff Berman, Aug. 19, 2019

WealthManagement.com: LPL Really Wants to Hear Its Advisors
By Diana Britton, Aug. 19, 2019
ThinkAdvisor: LPL Execs Tout Capital, Succession Planning Solutions
By Jeff Berman, Aug. 19, 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

Advisors Moving to LPL

Current LPL Advisors

Clients of LPL Advisors

Media Coverage