Seeking Alpha

LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform

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 ...
Nasdaq

EverMark Investment Partners Launches Independent Practice with LPL Financial's Strategic Wealth Model

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 ...
Enid News & Eagle

LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial ...

SAN DIEGO, Dec. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, today announced updates to the firm’s financial technology, investment solutions and ...
Seeking Alpha

LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms

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, ...
InvestmentNews

LPL Financial bumping up fees on 'direct' business, mutual funds held at outside firms

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new fee by LPL could cost some advisors who have a practice that features ...