COLLEGE STATION, Texas, Nov. 17, 2022 /PRNewswire/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial (LPLA). As part ...

Two weeks after it was sued for a program in which it makes money on parked client cash, LPL has been sued again by another client for the same reason. These accounts, known as cash sweeps, have ...

For nearly four years, LPL helped at least 30 former Ameriprise advisors use an internal system to upload information for thousands of their ex-clients before that practice was abandoned in early 2022 ...

Raymond James Financial scooped up three advisor teams that previously oversaw more than $780 million in combined assets, according to company announcements this week. All three teams were previously ...