Yahoo Finance

LPL Financial Adds Separately Managed Account Strategies To Model Wealth Portfolios Platform

CHARLOTTE, N.C., March 31, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that advisors can now access separately managed account (SMA) strategies as an investment option within Model ...
Yahoo Finance

LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform

CHARLOTTE, N.C., Aug. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial today announced the availability of direct indexing within the firm’s Model Wealth Portfolios (MWP) unified managed account program.
Stockhouse

LPL Financial Wins MMI/Barron's Wealth Manager Platform of the Year

CHARLOTTE, N.C., Nov. 02, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced the firm’s Model Wealth Portfolios (MWP) advisory platform won the Money Management ...
Yahoo Finance

LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms

SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across its advisory platforms, ...
Investing

LPL Financial to cut advisory platform fees effective July 2026

The wealth management firm is lowering fees for advisors using its Strategic Asset Management and Model Wealth Portfolios advisory programs, while also reducing end-client fees in its Guided Wealth ...
Financial Advisor

LPL’s Advisor Sleeve Exceeds $2B In Assets

LPL Financial, the nation’s largest independent broker-dealer, has announced that the firm’s Advisor Sleeve assets have surpassed $2 billion, less than a year since the investment solution was broadly ...