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, 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, 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 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 ...

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 ...

LPL Financial LLC has announced that Charter Oak Wealth Partners, which manages approximately $600 million in assets, has joined its broker-dealer, RIA, and custodial platforms, aligning with Academy ...

LPL Financial closed on its acquisition of Commonwealth Financial Network, the Waltham, Mass.-based independent broker/dealer with 3,000 advisors and $305 billion in assets, in August. Since then, ...