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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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WM Altruist Adds Donor-Advised Funds to PlatformIN Built on insurance experience to deliver on long-term promisesRB Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersIN Annuities for RIAs: Why fee-only advisors still hit a wallFP How an AM radio host dialed up her niche businessWM Cresset Aims for $13.1B Trust Business with National Advisors Trust DealIN Fidelity's $100M RIA custody minimum lands amid long-short SMA curbsIN Broker-dealers must lean on tech, brand as advisors weigh optionsWM LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetIN Looking for a passion asset? New investment platform touts stakes in classic cars

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LPL Financial

Recent stories
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Outlets covering
4
Moves
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Deals
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Regulation
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LPL Financial on the wire

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LPL Financial: questions

What kind of firm is LPL Financial?

Financial ADVSR covers LPL Financial as an independent broker-dealer, which supports financial advisors who run their own practices. This page collects every LPL Financial story from the wealth management press, updated throughout the day.

What is the latest news about LPL Financial?

The most recent LPL Financial headline in the industry press is “LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNet” (WealthManagement.com, October 5). Financial ADVSR’s latest reporting on the firm is “Fidelity tells RIAs under $100 million to find another custodian by mid-2027” (October 5).

How much is LPL Financial in the news?

4 stories from 4 outlets have mentioned LPL Financial since September 17, including 1 about advisor moves and 1 about deals.

Have advisors recently joined or left LPL Financial?

In the last 90 days the Financial ADVSR moves tracker has recorded 2 moves to LPL Financial, most recently Praxis Financial Partners ($1.1B) from Wells Fargo FiNet (October 5).

Which firms are in the news with LPL Financial?

Recent coverage most often mentions LPL Financial alongside Wells Fargo, Cerity Partners, Corient and CAPTRUST.