Wintrust Financial completes integration with LPL platform
LPL Financial, a subsidiary of LPL Financial (LPLA), announced that Wintrust Financial Corporation (WTFC) has transitioned support of the ...
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LPL Financial Enhances Marketing Solutions with New Digital Marketing Platform to Boost Advisor Client Engagement and Business Growth
LPL Financial LLC has launched an enhanced suite of Marketing Solutions to assist financial advisors in strengthening client relationships and driving business growth. This includes a new Digital ...
Business Insider1mon
LPL Financial Reports Monthly Activity for November 2024
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL ... separation from misaligned large OSJs. Prior to these impacts, organic net new assets were $8.6 billion, translating ...
Financial Planning6y
LPL Financial’s largest termination ever
In 2014, when LPL Financial CEO Mark Casady learned that his friend, the broker James E. “Jeb” Bashaw, was being investigated by the firm over two separate million-dollar loans by a client as ...