LPL FINANCIAL HLD. overview

Holistiplan Tax Planning Technology Now Available to LPL Financial Advisors PR Newswire COLLEGE STATION, Texas, Nov. 17, 2022 Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning COLLEGE STATION, Texas , Nov. 17, 2022 /PRNewswire/ -- Holistiplan , the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial . As part of LPL's vendor affinity program, Holistiplan...

Kaplan , a diversified global education organization and the leading provider of financial education, has announced a strategic educational agreement with LPL Financial, the leading provider of investment and business solutions for independent financial advisors and the largest independent broker-dealer in the United States. As a new participant in LPL’s Vendor Affinity Program, Kaplan will provide a comprehensive portfolio of financial education offerings with enhanced discounts to advance...

Astor Investment Management LLC (“Astor”) is pleased to announce that its Astor Macro Alternative Fund Class I (GBLMX) and Astor Macro Alternative Fund Class A (ASTMX) are now available on LPL Financial platforms for investment by the firms more than 20,000 financial advisors. FA’s at LPL now have access to the award-winning GBLMX on the Model Wealth Portfolio (MWP) Strategic Asset Management (SAM) and Strategic Wealth Management (SWM) platforms, while ASTMX is available on LPL’s SWM and...

Wayne von Borstel Qualifies for LPL Financial's Elite Executive Council PR Newswire PORTLAND, Ore., April 4, 2019 PORTLAND, Ore. , April 4, 2019 /PRNewswire/ -- Wayne von Borstel , President and Founder of von Borstel & Associates, has qualified for LPL Financial's elite Executive Council for the fifth consecutive year. Less than 1% of the firm's approximately 16,000 advisors nationwide were presented with this premier award.* This is the seventeenth time LPL Financial has recognized von Borstel...

NEW YORK, Dec. 10, 2018 (GLOBE NEWSWIRE) -- In new independent research reports released early this morning, Market Source Research released its latest key findings for all current investors, traders, and shareholders of LPL Financial Holdings Inc. (NASDAQ:LPLA), Under Armour, Inc. (NYSE:UAA), Washington Prime Group Inc. (NYSE:WPG), TRI Pointe Group, Inc. (NYSE:TPH), Trinity Industries, Inc. (NYSE:TRN), and Ryder System, Inc. (NYSE:R), including updated fundamental summaries, consolidated fiscal...

LOS ANGELES, Dec. 03, 2018 (GLOBE NEWSWIRE) -- AdvisoryWorld , a leading software provider for financial advisors, today announced that it will be acquired by LPL Financial Holdings Inc. (NASDAQ: LPLA), the corporate parent of LPL Financial LLC. LPL Financial is a leading retail investment advisory firm and the nation’s largest independent broker/dealer (Based on total revenues, Financial Planning magazine June 1996-2018). “We’re excited by this opportunity and the tremendous benefits we...