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Greg Gates Named MD, Chief Technology & Information Officer

In this role, Gates will oversee all aspects of the firm’s technology and systems applications, leading the firm’s efforts to deliver a differentiated technology experience for LPL advisors, RIAs and institutions, and their clients

LPL Financial Welcomes Tagge Rutherford Financial Group

“With LPL’s technology platform, the tools we use to serve clients—from reporting to trading—work together under a single sign-on. It will be so much easier to manage the day-to-day support of clients, and they will have a transformed experience as well.” – Monte Peterson

LPL Financial Releases 2021 Sustainability Report

The 2021 report reflects progress to date in key areas of focus, including diversity, equity and inclusion, COVID-19 response, sustainable investing and environmental stewardship.

LPL Financial Releases 2024 Sustainability Report

“The report details the Company’s progress toward its environmental, social and governance (ESG) goals in key focus.”

Sustainable Investing at LPL

LPL Research Team Releases Annual Outlook for 2024

“Broadly, we expect the sharpened swings in post-pandemic economic and market activity to moderate.” - Marc Zabicki

Lau Financial Group Affiliates with LPL Strategic Wealth Services

“We’re a small team of two, so we needed the added layer of support from LPL Strategic Wealth Services. This gives us very robust support, but the freedom to build the practice on our own terms.” - JoAnn Kreitman

LPL Attorneys Selected, Leadership Council for Legal Diversity

“I am excited to be a part of our work to foster a culture that sincerely values representation, inclusion and acceptance of all people.” - Joel Spencer

How to Become an Independent Financial Advisor

Could the independent financial services model be the key to unlocking the freedom, flexibility, and control you need to build your business and serve your clients your way?

Buying a Financial Advisory Practice: 3 Common Deal Structures

Learn the three most common deal structures to help you buy or sell a book of business and prepare you for the ownership transition.

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