LPL Financial LLC today announced that it has been recognized with two Stevie® Awards in the 2026 American Business Awards®, honoring the firm’s leadership in applying artificial intelligence (AI) to ...

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 ...

Wealth.com has announced a strategic relationship with LPL Financial that makes the estate planning platform available to LPL's advisors and wealth planning teams. The partnership includes a direct ...

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 ...

LPL Financial LLC announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms, partnering with Momentum Wealth Partners. The Toledo, Ohio ...

“We’re excited to join LPL’s NTF program and enhance the accessibility of Main Management ETFs for advisors across the country,” said Darol Ryan, Managing Partner at Main Management. “Removing trading ...

SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced that True Wealth Advisors (“True Wealth”) has joined the ...

We recently upgraded LPL Financial’s LPLA economic moat rating to wide from narrow, reflecting our view that the company is poised to emerge as a long-term winner in the quickly growing independent ...