From nine minutes to four, that is how long LPL’s new account opening process is expected to take on average, according to the firm. LPL’s New Account Opening 2.0, a component of its ClientWorks suite ...
SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the launch of its Cash Management Account (CMA), a solution designed to simplify ...
In news that should make many an LPL advisor onboarding new clients happy, the firm announced Wednesday that it has fully integrated its ClientWorks account opening and AdvisoryWorld proposal ...
LPL Financial is tweaking its largest client cash sweep program to generate an even higher yield for the company and a much lower one for its customers. As interest rates boost the company's profit, ...
CHARLOTTE, N.C., Feb. 27, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Thom Maher CFP®, CRPC, has launched an independent practice, Maher Wealth Management, ...
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LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification
SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...
SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™ ...
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