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NEWS & MEDIA

LPL Business Solutions in the news

News & Media

LPL Business Solutions partners LPL financial professions with subject matter experts to help manage elements of their practice. Business Solutions offers services and hands-on, dedicated specialists who help professionals maximize their time, streamline business operations, maximize financial health, minimize risk, and grow. For media questions, please contact our public relations team >

 

Recent News

InvestmentNews: LPL Financial Awarded the Innovation Award for M&A Solutions > 
December 9, 2020

Wealthies Circle Podcast: "Optimize Growth and Profitability With LPL Financial" > LPL Financial's Rich Steinmeier discusses the firm's CFO Solutions as a tool for advisors and business owners designed to cut expenses and maximize profit. 
November 12, 2020                         

WealthManagement.com: CFO Solutions a 2020 Industry Awards Finalist in Practice Management under the Broker-Dealer category > 
June 20, 2020

InvestmentNews: 3 Questions with Jeremy Holly, SVP Finance at LPL Financial on The Assurance Plan and the Importance of Succession Planning >
June 19, 2020

WealthManagement.com: Few Advisors Plan for Their Own Demise >
June 18, 2020

InvestmentNews: LPL Shines a Spotlight on Succession Planning >
June 16, 2020

CityWire: LPL Debuts 'Assurance Plan' Program to Guarantee RIA Sale Price >
June 16, 2020

Financial Advisor IQ: LPL Rolls Out a Guaranteed Purchase Price Option for Unplanned Exits >
June 16, 2020

InvestmentNews: LPL Offers Plan to Guarantee Value of an Advisor's Business >
June 16, 2020

ThinkAdvisor: LPL Rolls Out Succession Planning Program >
June 11, 2020

Financial Advisor Magazine: LPL Launches Value Preservation Solution for Advisors >
June 11, 2020

  

Recent Press Releases

LPL Financial Awarded for its Innovative M&A Solutions >
For advisors looking to grow through acquisition, LPL's M&A Solution will help demystify and simply the process.
December 9, 2020

LPL Financial Introduces Independent Employee Advisor Affiliation Model >
Marketing Solutions provides specialized growth resources designed to empower employee advisors ability to be successful.
August 5, 2020

LPL Financial Launches New Business Solution to Provide Advisors Peace of Mind by Protecting Business Value >
June 11, 2020