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 ...

LPL Financial LPLA, a leading player in the financial industry, has unveiled a new addition to its Model Wealth Portfolios (MWP) unified managed account program. The announcement was made during the ...

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 ...

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 ...

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, ...

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 ...

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 ...

LPL Financial is a San Diego-based independent wealth management company. The firm has additional offices in Fort Mill, Austin, and Boston. It supports over 28,000 financial advisors and offers ...