Seeking Alpha

LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform

CHARLOTTE, N.C., Aug. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial (LPLA) today announced the availability of direct indexing within the firm’s Model Wealth Portfolios (MWP) unified managed account ...
Nasdaq

EverMark Investment Partners Launches Independent Practice with LPL Financial's Strategic Wealth Model

LPL Financial LLC has announced that financial advisors Matthew Sweeney, CFP®, John Folsom, and Tanner Carter, CFP®, have established a new independent practice, EverMark Investment Partners, through ...
Seeking Alpha

LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms

SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across its advisory platforms, ...

LPL Financial Welcomes Shoreline Private Wealth Management

Advisors, learn how LPL Financial can help take your business to the next level.
InvestmentNews

LPL Financial bumping up fees on 'direct' business, mutual funds held at outside firms

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new fee by LPL could cost some advisors who have a practice that features ...
Morningstar

LPL Financial Welcomes Loomis Wealth Management

As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing ...
InvestmentNews

LPL Financial

LPL Financial is a San Diego-based independent wealth management company. The firm has additional offices in Fort Mill, Austin, and Boston. It supports over 28,000 financial advisors and offers ...
Financial Advisor

LPL’s Advisor Sleeve Exceeds $2B In Assets

LPL Financial, the nation’s largest independent broker-dealer, has announced that the firm’s Advisor Sleeve assets have surpassed $2 billion, less than a year since the investment solution was broadly ...

LPL Financial Welcomes Wealth Innovations

SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered ...
Nasdaq

LPL Financial Welcomes Loomis Wealth Management Team, Enhancing Client Services with New Partnership

LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...
Morningstar

Main Management ETF Advisors Joins LPL Financial’s ETF No Transaction Fee (NTF) Sponsorship Program

Main Management ETF Advisors, LLC (“Main Management”) today announced a new strategic relationship with LPL Financial, enabling the firm’s exchange-traded funds to participate in LPL’s ETF No ...