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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

WealthManagement.com: Advisor Innovations: Matthew Enyedi on Business Solutions for the Modern Advisor >
August 23, 2021

ThinkAdvisor: LPL’s M&A Solutions Nominated for 2021 Luminaries >
August 16, 2021

WealthManagement.com: LPL Introduces Short-Term Leave for Advisors >
July 16, 2021

ThinkAdvisor: New LPL Program Helps Advisors Take Short-Term Leave >
July 15, 2021

WealthManagement.com: The M&A Trends Set to Shape Wealth Management in 2021 >
January 22, 2021

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                         

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 Launches Solution Protecting Independent Advisors and Business Owners During Short-Term Leave >
The Resilience Plan provides short-term client service coverage by LPL's in-house team of licensed financial representatives.
July 15, 2021

LPL Financial Launches M&A Solutions to Support Advisors' Growth Goals, Unlock Practice Value at Sale >
M&A Solutions provides end-to-end support for advisors throughout the mergers and acquisition process.  
February 11, 2021

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