Seeking Alpha

LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform

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 ...
Financial Advisor

LPL’s Advisor Sleeve Exceeds $2B In Assets

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 ...
Seeking Alpha

LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms

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, ...
Nasdaq

EverMark Investment Partners Launches Independent Practice with LPL Financial's Strategic ...

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 ...
Nasdaq

Townsgate Wealth Management Advisors Join LPL Financial, Bringing $1.15 Billion in Assets

Townsgate Wealth Management joins LPL Financial, serving $1.15 billion in assets with a focus on high-net-worth clients. LPL Financial LLC has announced that financial advisors Jim Murray, Larry ...
Business Insider

LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth

SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial’s broker-dealer, Registered Investment Advisor ...