- 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 - 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 - InvestmentNews: 2020: The year Wall Street lost the wealth management race
By Bruce Kelly, December 21, 2021 - InvestmentNews: LPL's Aneri Jambusaria on the importance of the adviser experience and how LPL is working to constantly improve it
By InvestmentNews, December 21, 2021 - ThinkAdvisor: LPL's Retention Deals for Waddell & Reed Reps 'More Than Generous': Recruiter
By Janet Lavaux, December 21, 2021 - Business Insider: 7 top execs and recruiters behind Wall Street’s turf war over wealth talent at firms like Morgan Stanley, JP Morgan, and UBS
By Rebecca Ungarino, Dec. 18, 2020
- Financial Planning: 21 people who will change wealth management in 2021
By Jessica Mathews, Ryan W. Neal, Tobias Salinger, Andrew Shilling, and Andrew Welsch, Dec. 13, 2020 - WealthManagement.com: What's Behind LPL's Decision to Buy Waddell & Reed?
By Diana Britton, Dec. 7, 2020
- InvestmentNews: LPL scores win with Waddell & Reed deal, analysts say
By Bruce Kelly, Dec. 3, 2020
- CNBC: Australia’s Macquarie to buy Waddell & Reed Financial for $1.7 billion
By Reuters, Dec. 2, 2020
- Barron's: LPL to Buy Waddell & Reed’s Wealth Management Business
By Ross Snel, Dec. 2, 2020
- ThinkAdvisor: Advisors, Others Weigh In on LPL's Waddell & Reed Deal
By Janet Levaux, Dec. 2, 2020
- Financial Advisor: It's Prime Time To Increase The Number Of Minority Advisors
By Karen Demasters, Nov. 18, 2020
- Barron's: $2 Billion Morgan Stanley Team Jumps to LPL Financial
By Ross Snel, Nov. 17, 2020
- WealthManagement.com: $2 Billion Advisory Duo Joins LPL From Morgan Stanley
By Patrick Donachie, Nov. 16 2020
- Financial Planning: Despite lower profits, LPL’s record recruiting marches into new sectors
By Tobias Salinger, Nov. 3, 2020
- Barron's: LPL Hires Former TD Ameritrade Trading Executive
By Ross Snel, Nov. 2, 2020
- Forbes: Lety Nettles Named CIO Of LPL Financial
By Peter High, Nov. 2, 2020
- Barron's: LPL Financial Acquires Fintech Blaze Portfolio
By Ross Snel, Oct. 27, 2020
- InvestmentNews: LPL Financial snaps up trading platform Blaze Portfolio
By Nicole Casperson, Oct. 27, 2020
- AdvisorHub: Industry in Transition Zoom Call: Marc Cohen, Senior Vice President of LPL Financial
By Tony Sirianni
- Financial Advisor IQ: M&A Deals: 'Anxiety is the Starting Point'
By Josh Azar, Oct. 19, 2020
- Financial Advisor IQ: LPL Adds BMO Harris Bank’s $14B Wealth Mgmt Program
By Alex Padalka, Oct. 9, 2020
- Barron's: LPL Financial to Add BMO Harris to Its Bank Channel
By Ross Snel, Oct. 9, 2020
- Financial Advisor IQ: LPL Aims to Be the Go-To Network for Wirehouse Breakaways
By Stephanie Forshee, Oct. 6, 2020
- WealthManagement.com: Ten to Watch in 2021: Kimberly Sanders
By David H. Lenok, Sep. 9, 2020
- ThinkAdvisor: Advisors' Tech Use: There's No Going Back
By Jeff Berman, Aug. 24, 2020
- ThinkAdvisor: LPL Execs Urge Advisors to Charge for Planning
By Jeff Berman, Aug. 21, 2020
- Barrons: LPL Financial's Billion-Dollar Pledge
By Ross Snel, Aug. 21, 2020
- InvestmentNews: Meet LPL's Latest Advisor Tech Tool – Meeting Manager
By Nicole Casperson, Aug. 20, 2020
- WealthManagement.com: LPL Embraces Financial Planning
By Samuel Steinberger, Aug. 19, 2020
- InvestmentNews: LPL to Pay Top Dollar for Employee Reps and Advisers
By Bruce Kelly, Aug. 5, 2020
- AdvisorHub: We’ve Got Your Back – What LPL’s Supported Advisor Model Signals To The Industry
By Frank LaRosa
- WealthManagement.com: LPL Begins Recruiting to Employee Advisor Channel
By Diana Britton, Aug. 5, 2020
- InvestmentNews: LPL Keeps Adding Advisers During the Pandemic
By Bruce Kelly, Jul. 31, 2020
- ThinkAdvisor: LPL to Add $20B Bank Wealth Program
By Janet Levaux, Jul. 29, 2020
- Citywire: M&T Bank Will Become the Largest Financial Institution to Use LPL's Platform.
By Ian Wenik, Jul. 29, 2020
- Barron's: LPL Financial Lands 170-Advisor, $20B Bank Partner
By Ross Snel, Jul. 29, 2020
- Diamond Consultants: How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large
By Mindy Diamond, Jul. 23, 2020
- Diamond Consultants: How Are So Many Advisors Moving During the Covid-Crisis?
By Allison Brunwasser, Jul. 10, 2020
- Financial Advisor: It’s Game On For Broker-Dealers
By Jacqueline Sergeant, Jul. 1, 2020
- Financial Planning: IBD Elite 2020: Which independent broker-dealers produce the most revenue?
By Tobias Salinger, Jun. 30, 2020
- WealthManagement.com: Like Father, Like Son (or Daughter): LPL’s Training Program a Popular Path for Advisors’ Kids
By Diana Britton, Jun. 18, 2020
- WealthManagement.com: Few Advisors Plan for Their Own Demise
By Patrick Donachie, Jun. 18, 2020
- InvestmentNews: LPL Financial Updates Service Center With New Tech Tools
By Nicole Casperson, Jun. 18, 2020
- WealthManagement.com: LPL a Finalist for Three WealthManagement.com Industry Awards
Jun. 16, 2020
- Citywire: LPL Debuts ‘Assurance Plan’ Program to Guarantee RIA Sale Price
By Jake Martin, Jun. 16, 2020
- InvestmentNews: Battle of the Business Models
By Bruce Kelly, Jun. 7, 2020
- WealthManagement.com: LPL Expands Executive Bench as It Builds Out New Channels
By Diana Britton, Jun. 5, 2020
- InvestmentNews: LPL picking up another small broker-dealer
By Bruce Kelly, May 27, 2020
- Barron's: LPL Financial Goes Broker-Dealer Shopping Again
By Ross Snel, May 27, 2020
- Citywire: LPL inks deal with AdvicePay to intro alternative fee models
By Ian Wenik, May 20, 2020
- t3: LPL Advisors Now Have Access to AdvicePay
May 19, 2020
- Forbes: Financial Advisors Wonder When And How To Return To The Office
By Jason Bisnoff, May 18, 2020
- AdvisorHub: $2-Million Wells Fargo Team Joins LPL’s New “Wirehouse” Channel
By Vicky Ge Huang and Mason Braswell, May 15, 2020
- ThinkAdvisor: LPL Modeling Program Tops $2B
By Janet Levaux, May 15, 2020
- ThinkAdvisor: LPL to Open Tech Hub in Texas
By Janet Levaux, May 13, 2020
- ThinkAdvisor: LPL Provides $1M in Financial Support: Coronavirus Aid Roundup
By Jeff Berman, May 08, 2020
- Financial Planning: With 100-advisor OSJ grab, LPL’s ex-Advisor Group recruits top $5B
By Tobias Salinger, May 6, 2020
- InvestmentNews: Dan Arnold: Advisers Should be able to use the Pass-Through Deduction
By Dan Arnold, May 4, 2020
- Bank Investment Consultant: LPL Reaches Record 16,700 Advisors Despite Coronavirus
By Tobias Salinger, May 1, 2020
- InvestmentNews: LPL’s Arnold Sees Different Financial Advice Business Post COVID-19
By Bruce Kelly, May 1, 2020
- ThinkAdvisor: LPL Beats Estimates; Earnings & Sales Rise 7%
By Janet Levaux, Apr. 30, 2020
- Financial Planning: As Small Firms Face Even More Challenges, LPL Buys Family-Owned IBD
By Tobias Salinger, Apr. 29, 2020
- Barron's: LPL Financial to Buy $1.5B Lucia Securities
By Ross Snel, Apr. 29, 2020
- AdvisorHub: Seven Questions with Tony Sirianni: LPL Financial's Marc Cohen
By Tony Sirianni, Apr. 23, 2020
- WealthManagement.com: LPL Details Formal Offering to Lure Employee Reps
By Asia Martin, Apr. 22, 2020
- Financial Advisor IQ: LPL Targets Wirehouse FAs with New Affiliation Model
By Mrinalini Krishna, Alex Padalka, Apr. 22, 2020
- Financial Planning: LPL Recruiting 'Closer to Normal' After Launching New Breakaway Channel
By Tobias Salinger, Apr. 22, 2020
- ThinkAdvisor: LPL Rolls Out Program to Woo Wirehouse Breakaways
By Janet Levaux, Apr. 22, 2020
- Barron's: LPL Launches New Model for Wirehouse Breakaways
By Ross Snel, Apr. 22, 2020
- Wealth Management: Transitioning to LPL in the Midst of a Pandemic
By Asia Martin, Apr. 7, 2020
- Financial Advisor: Aneri Jambusaria Joins LPL As EVP Of Strategy
By Joyce Blay, Apr. 6, 2020
- Wealth Management: LPL Develops Virtual Recruiting Strategy Amid Coronavirus
By Patrick Donachie, Mar. 27, 2020
- AdvisorHub: Coronacrash Update: LPL Financial’s Rich Steinmeier & Tony Sirianni
By Tony Sirianni, Mar. 25, 2020
- Financial Planning: LPL’s coronavirus response adds service hours, sends 70% of staff to remote work
By Tobias Salinger, Mar. 20, 2020
- Wealth Management Today : #ItzOnWealthTech Ep. 41: Highlight Reel From the T3 Conference
By Craig Iskowitz, Feb. 27, 2020
- ThinkAdvisor: Two LPL Attorneys Picked as National Diversity Fellows
By Janet Levaux, Feb. 26, 2020
- ThinkAdvisor: LPL Says Tech Update Makes It 'Easier to Turn Prospects Into Clients'
By Jeff Berman, Feb. 19,2020
- InvestmentNews: Saving Time, Tech Integration are Themes at T3
By Ryan Neal, Feb. 19, 2020
- ThinkAdvisor: 7 Things LPL Advisors Can Expect This Year: CEO Arnold
By Janet Levaux, Feb. 04, 2020
- InvestmentNews: LPL to Broaden Recruiting Reach in 2020
By Bruce Kelly, Jan. 31, 2020
- Financial Planning: LPL Rolls Out More Affiliation Options After Record Recruiting
By Charles Paikert, Jan. 31, 2020
- AdvisorHub: LPL Banks on New Employee Model, Expanding ‘Affiliation’ Options
By Mason Braswell, Jan. 31, 2020
- Financial Planning: Ex-College Roommates Join LPL With Eye on Building $1B Practice
By Tobias Salinger, Jan. 23, 2020
- 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