CHARLOTTE, N.C., Aug. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial (LPLA) today announced the availability of direct indexing within the firm’s Model Wealth Portfolios (MWP) unified managed account ...
LPL Financial LLC has announced that financial advisors Matthew Sweeney, CFP®, John Folsom, and Tanner Carter, CFP®, have established a new independent practice, EverMark Investment Partners, through ...
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, ...
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 ...
Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...
Townsgate Wealth Management joins LPL Financial, serving $1.15 billion in assets with a focus on high-net-worth clients. LPL Financial LLC has announced that financial advisors Jim Murray, Larry ...
More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...
SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial’s broker-dealer, Registered Investment Advisor ...
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