William “Bill” Bruen Jr. and his son Andrew join an existing LPL practice after spending more than a decade at UBS.

LPL and Wintrust Financial Corporation signed an agreement in February 2024. On January 25, about $15 billion of brokerage and advisory assets were onboarded to LPL. The remaining $1 billion of assets ...

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept ...

The PE-backed wealth platform is expanding across Colorado and Idaho while broker-dealer giant LPL welcomes a ...

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own ...

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

A father-son team that managed about $1.3 billion in advisory, brokerage and retirement plan assets at UBS has joined LPL Financial’s broker-dealer, RIA and custodial platforms, according to a news ...

Two Wells Fargo-affiliated investment advisers and Merrill Lynch agreed to pay $60 million, while LPL Financial agreed to pay ...

Larry Forlenza and Carl Hanks have aligned with fellow advisors of Morristown Wealth Management that joined LPL platform in October.

The advisors turned to LPL to elevate their business and enhance experiences for their team and clients. “We chose to join LPL Financial because of its breadth of services and support, along ...

Anthony Calomeni, a financial advisor at Heffernan Financial Services in Walnut Creek today announced that his achievements have been recognized with inclusion in LPL Financial's Masters Club Program* ...

LPL Financial, a subsidiary of LPL Financial (LPLA), announced that Wintrust Financial Corporation (WTFC) has transitioned support of the ...