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 ...
LPL Financial, a subsidiary of LPL Financial (LPLA), announced that Wintrust Financial Corporation (WTFC) has transitioned support of the ...
William “Bill” Bruen Jr. and his son Andrew join an existing LPL practice after spending more than a decade at UBS.
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