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 ...

SAN DIEGO, Dec. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, today announced updates to the firm’s financial technology, investment solutions and ...

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 ...

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 ...

Dworetsky’s decision to join LPL and Lighthouse Private Wealth was driven by his desire to ensure continuity, long-term support and multigenerational service for his clients.

Bell Wealth Partners, founded by Robert and Keegan Bell, launches independently under LPL Financial, managing $450 million in assets. LPL Financial LLC announced that Robert Bell, II, AIF®, and his ...

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