LPL Financial Holdings, Inc. provides an integrated platform of technology, brokerage, and investment advisory services to independent financial advis...Read more
5,000 - 9,999
LPLA
lpl.com
Public
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Sales prospecting needs to be timely and appropriate for the person and organization you are contacting. Following the most recent company news, alerts, and updates about the leads you are currently working on is the simplest and most convenient way to stay on top of them. Here are LPL Financial Holdings, Inc. latest news, alerts and updates.
Inzone completes acquisition of LPL Insurance following Lightyear buy-in
Inszone Insurance Services, a national provider of commercial, personal, and benefits insurance, has completed the acquisition of LPL Insurance Agency,
29 Dec 2023
Inszone Insurance Services Completes Acquisition with LPL Insurance
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of LPL Insurance Agency, Inc., a well-established agency with a long history of serving its community since its formation in Brea,
27 Dec 2023
LPL Financial takes minority stake in Independent Advisor Alliance
Independent Advisor Alliance has a fresh injection of capital as LPL Financial has taken a minority stake in the hybrid firm. IAA supports financial advisors in their independent practice and the new investment will help to expand the tools and services that make up its ecosystem including its pa
22 Dec 2023
LPL Takes 20% Stake in Independent Advisor Alliance
The backing will help to elevate advisor services and support without jeopardizing IAA's independence, its CEO says.
21 Dec 2023
LPL buys 20% stake in Independent Advisor Alliance branch
The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.
18 Dec 2023
Industry Veteran Amy Philbrook Joins LPL as New Head of Service
Philbrook leads the firm’s service teams spanning advisor service and end-investor support. She also spearheads recruiting and hiring, training, quality assurance, performance management, compensation and career pathing and overall service culture.
13 Dec 2023
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