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. Contact Our PR Team >


Recent News 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 Few Advisors Plan for Their Own Demise >
June 18, 2020

InvestmentNews: LPL Shines a Spotlight on Succession Planning >

CityWire: LPL Debuts ‘Assurance Plan’ Program to Guarantee RIA sale price >

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 Adviser’s Business >

Think Advisor: LPL Rolls Out Succession Planning Program >

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


Recent Press Releases

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