Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial ('LPL'), one of the nation's leadin ...

LPL Financial Holdings (LPLA) is back in focus after expanding its estate planning capabilities through Wealth.com and attracting Wilson Peak Wealth Management, moves that come as analysts highlight ...

The partnership provides LPL advisors with estate planning tools including AI assistant Ester for document analysis and ...

LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...

Firms tap independence, scale and regional growth as advisors shift platforms, expand reach and strengthen support infrastructure.

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...

A new report finds 22.5% of Commonwealth’s advisors left after its sale to LPL Financial, raising questions about whether the ...

SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP ®, Lucas Decker, CFP ®, Kevin Lewis, CFP ®, CEPA ®, and Seth Miller, CFP ®, ...

SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Francisco J. Blanco has joined LPL Financial’s broker-dealer, RIA and custodial platforms. Blanco ...

Elovic and Murphy join an impressive suite of leadership at LPL, following recent additions to the Management Committee, including Emily Field as chief people officer and Matt Morningstar as chief ...