News

The campaign series features "Pitch Perfect" film star Anna Kendrick delivering the message, "What if you could?" ...
Zambezi and director Tucker Bliss liven up wealth management marketing with star power and a dose of the fantastical.
LPL Financial is well known to advisors but not necessarily to their clients. A new ad campaign airing this weekend during ...
The courtroom slugfest between two financial advice giants, LPL Financial Holdings and Ameriprise Financial, took yet another ...
The industry rivals could still turn to FINRA arbitration to pursue their dispute over allegedly unwarranted data breach ...
YCharts announces a direct integration with LPL Financial’s ClientWorks, streamlining advisor workflows and improving client ...
The wealth management company is on track to meet its 90% advisor retention goal for its $2.7 billion planned acquisition of ...
In a first-of-its-kind marketing initiative for LPL, the actor Anna Kendrick is featured in a campaign that raises the company’s visibility as a leader in wealth managementSAN DIEGO, May 15, 2025 ...
Q1 2025 Management View CEO Richard Steinmeier highlighted a strong beginning to 2025 with record-breaking performance, ...
LPL Financial LLC has launched a new strategic marketing campaign featuring actress Anna Kendrick, aimed at enhancing the firm's brand presence and engaging new audiences. The campaign ...
Ameriprise sued LPL last July, alleging that the firm encouraged advisors to upload confidential client information — including contact information as well as Social Security, account and routing ...
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors ...