News & Media

LPL Business Solutions partners LPL financial professions with subject matter experts to help manage elements of their practice. Business Solutions offers services and hands-on, dedicated specialists who help professionals maximize their time, streamline business operations, maximize financial health, minimize risk, and grow. For media questions, please contact our public relations team >

Recent News

WealthManagement.com: Advisor Innovations: Matthew Enyedi on Business Solutions for the Modern Advisor >
August 23, 2021

ThinkAdvisor: LPL’s M&A Solutions Nominated for 2021 Luminaries >
August 16, 2021

WealthManagement.com: LPL Introduces Short-Term Leave for Advisors >
July 16, 2021

ThinkAdvisor: New LPL Program Helps Advisors Take Short-Term Leave >
July 15, 2021

WealthManagement.com: The M&A Trends Set to Shape Wealth Management in 2021 >
January 22, 2021

InvestmentNews: LPL Financial Awarded the Innovation Award for M&A Solutions > 
December 9, 2020

Wealthies Circle Podcast: Optimize Growth and Profitability With LPL Financial > LPL Financial's Rich Steinmeier discusses the firm's CFO Solutions as a tool for advisors and business owners designed to cut expenses and maximize profit. 
November 12, 2020                         

WealthManagement.com: CFO Solutions a 2020 Industry Awards Finalist in Practice Management under the Broker-Dealer category > 
June 20, 2020

InvestmentNews: 3 Questions with Jeremy Holly, SVP Finance at LPL Financial on The Assurance Plan and the Importance of Succession Planning >
June 19, 2020

WealthManagement.com: Few Advisors Plan for Their Own Demise >
June 18, 2020

InvestmentNews: LPL Shines a Spotlight on Succession Planning >
June 16, 2020

CityWire: LPL Debuts 'Assurance Plan' Program to Guarantee RIA Sale Price >
June 16, 2020

Financial Advisor IQ: LPL Rolls Out a Guaranteed Purchase Price Option for Unplanned Exits >
June 16, 2020

InvestmentNews: LPL Offers Plan to Guarantee Value of an Advisor's Business >
June 16, 2020

ThinkAdvisor: LPL Rolls Out Succession Planning Program >
June 11, 2020

Financial Advisor Magazine: LPL Launches Value Preservation Solution for Advisors >
June 11, 2020