Results 1141 - 1150 of 1367 for advisors

Platte River Launches with LPL Strategic Wealth Services

“With LPL, we really believe we operate with our clients’ best interests in mind.” – Chad Keeler

Veritas Legacy Wealth Launches with Support from LPL Financial

“With Strategic Wealth Services we don’t need to worry about things like payroll, technology or marketing. Our entire focus is the client.” - John Klein

LPL, JFC Advisor Network Welcomed Lamont Financial Group

“I’m only as successful as my staff, so it was important to find a partner who can help us save time and gain more efficiencies from integrated technology. LPL checked that box with ClientWorks and other innovative capabilities, all connected by a single sign-on functionality.” –...

McLaughlin Asset Management Joins LPL Financial & Gladstone

“As we began searching for a partner to help us serve our clients’ growing needs, LPL Financial and Gladstone stood out.”

LPL Financial Publishes LPL’s Outlook 2022

The report includes insights and analysis of the economy and markets, and is available to all LPL Financial advisors, RIAs and institutions, and publicly in an interactive digital version and as a downloadable PDF.

LPL Charitable Foundation Community Impact Award Winner

“We’re honored to be recognized for this initiative among so many impressive and impactful industry peer contributions.” - Matt Morningstar

More Mutual Fund Companies Launched on NTF Network

LPL’s no-transaction-fee (NTF) network launched July 2 on its Strategic Wealth Management (SWM) platform. Included in the launch are the following mutual fund companies: AllianceBernstein, BlackRock, Columbia, J.P. Morgan, John Hancock, INVESCO, Legg Mason, MFS, Natixis, Oppenhei...

Technology Drives Value to Financial Planning

Donald Stahl, LPL senior vice president, and Peg Gaston, Investment & Planning Services manager at Rochester, N.Y.-based ESL Federal Credit Union (ESL), discuss ways LPL’s technology has enabled the institution’s wealth management program to implement a successful segmentation st...

Boston Mayor Shares Best Practices with LPL

More than 6,000 attendees convened in Boston for this year’s annual LPL Focus conference, a signature event in the financial services industry. LPL asked Boston Mayor Marty Walsh to share ways his administration has approached similar issues that the firm is addressing, including...

LPL Financial Foundation Commits $100,000 to Disaster Relief

“The LPL family extends our support to those who are facing hardship due to the recent hurricanes, wildfires and storms that struck across the United States” - Tim Carter, LPL Financial Foundation President

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