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 ...
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 ...
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Main Management ETF Advisors Joins LPL Financial's ETF No Transaction Fee (NTF) Sponsorship Program
Main Management ETF Advisors, LLC ("Main Management") today announced a new strategic relationship with LPL Financial, enabling the firm's exchange-traded funds to participate in LPL's ETF No ...
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, ...
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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 ...
LPL Financial Welcomes Loomis Wealth Management Team, Enhancing Client Services with New Partnership
LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...
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