Latest News and Press Releases

LPL announced the release of the first-of-its-kind annual Advisor Growth Study (AGS) to bring awareness to sustainable growth trends in wealth management.

Seeking more independence, autonomy and more tools to offer to their clients, the team turned to LPL Financial.

The highly accredited team has more than 80 years of industry experience and clients include a diverse range of individuals and businesses.

A survey at LPL Financial's flagship annual conference, Focus 2025, unveils financial advisor perspectives on priorities, challenges and emerging trends.

LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.

President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients

CEO Rich Steinmeier was joined by several LPL executives who spoke to the firm’s commitment to innovation and transformation across wealth management.

The 3-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences for advisors.

LPL Financial, a leading wealth management firm, launches WealthVision Essentials, a turnkey integrated financial planning tool powered by eMoney.

Golden State’s continued presence on USA Today's Best Financial Advisory Firm list is a testament to its commitment to serving financial advisors.