Latest News and Press Releases

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

Truxton Wealth elevates Buck Patton, CFP®, CPWA® to Senior Vice President, Wealth Advisor and Brandt Warner, JD, CFP® to Vice President, Wealth Advisor.

Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service at LPL Financial

&Partners has onboarded over $25 billion in client assets, catapulting the firm into the top hybrid RIA wealth managers by size in just 18 months.

Two new executives further solidify LPL’s commitment to delivering top-tier wealth planning and service solutions.

The first quarter of 2025 saw the introduction of 80 new product enhancements—designed to enhance the experiences of advisors, institutions and end clients

LPL Financial launches hub for alternative investments education, placing practical, easy-to-use learning experiences at advisors’ fingertips

Truxton has promoted Susan Ney, CTFA to the role of Senior Vice President, Senior Wealth Advisor and Laura Frith to the role of Associate Wealth Advisor.

LPL launches LPL Alts Connect, a full-service platform to streamline the way financial advisors and their clients access and manage alternative investments

LPL released its 2025 Outlook. Setting the tone for the new year, this report offers a comprehensive analysis of the economic and market environment.