LPL Financial Media Coverage

The latest news stories from the trade and consumer press.

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Succession and Liquidity: Key Considerations and Options for Founders and Next Gens

| AdvisorHub

LPL Financial discusses key considerations for advisors on growing their business and exploring succession and monetization options to maximize value.

LPL Bolsters Tech Leadership with New CTO

| InvestmentNews

LPL Financial welcomes 25-year industry veteran Sushil “Sid” Vyas as executive vice president and chief technology officer of infrastructure and operations.

LPL, Schwab Top ‘Retail Broker’ Picks: Analyst

| InvestmentNews

Earnings season begins for broker-dealers; LPL Financial and Charles Schwab are top picks by Wolfe Research's Steven Chubak.

4 Reasons to Work as a Bank, Credit Union or Insurance Advisor

| ThinkAdvisor

Working as a financial advisor for an institution offers access to large client networks, robust support, and reputable platforms, to enhance your career.

Choosing LPL Over Osaic, $4.5B Team Seeks Shelter from Industry Consolidation

| FinancialPlanning

Pilot Financial and its 105 advisors, managing $4.5 billion in assets, join LPL for its public status and prominence in the independent broker-dealer sector.

LPL Recruits $4.6 Billion Advisor Practice from Lincoln Financial

| Barron's

LPL Financial recruited Pilot Financial, a firm with 105 advisors managing $4.6 billion in assets, marking a major win.

How's It Going? Depends on Who You Ask

| Financial Advisor

Post-pandemic, the economy's varied impact on renters vs. homeowners challenges central bankers, prompting a debate on policy effectiveness.

How One CIO Takes Tech Beyond Widgets

| Profile Magazine

LPL Financial CIO Kristie Edling-Day is combining her expertise in technology and business to help the firm build the operating platform of the future.

Merrill Broker Managing $820M in Texas Looks to Shed ‘Corporate Influence’ with Move to LPL

| AdvisorHub

A Merrill Lynch advisor managing $820M in assets moves to LPL Financial to establish an independent practice and satisfy his conservative clients.

Using a Partial Book Sale to Gradually Step Away

| ThinkAdvisor

Advisor David Workman addressed his succession challenge by bringing in a younger advisor for a full ownership transfer via LPL's partial book sales program.

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