Latest News and Press Releases

Effective July 1, 2026, fees will be lowered for advisors across LPL’s Strategic Asset Management & Model Wealth Portfolios advisory programs

Peak American promotes John Congdon to Senior Wealth Advisor, boosting the Plano-based firm’s retirement strategy expertise and boutique client service.

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

Emily Field joins the firm’s Management Committee and will lead the HR function, overseeing talent strategy & employee experience for over 9,000 employees.

LPL remains on track to achieve its 90% retention target. Commonwealth will operate as a wholly-owned portfolio company.