Lpl

Published WirehouseHUB stories filed under Lpl.

• LPL Recruits Praxis Financial Partners’ $1.1B FiNet Team in Alpharetta

  LPL Financial said Monday that Praxis Financial Partners, an Alpharetta, Georgia planning practice that had been affiliated with Wells Fargo Advisors Financial Network, has moved onto LPL’s broker-dealer and registered investment adviser platforms with about $1.1 billion in advisory, brokerage and retirement-plan assets. left Wells Fargo FiNet, joined LPL, Alpharetta, $1.1B

• LPL Reels In $350M Florida Duo as UBS Counters with Morgan Stanley Defectors in Indiana

  Recruiting deal sizes are swelling and the geography is expanding—if you're a veteran team with $300M+ in AUM, you're a target right now, and the platforms competing for you are offering increasingly differentiated value propositions beyond just the check. left UBS, joined LPL, Florida, $350M

• LPL Financial Closes $2.4 Billion Advisor Acquisition From Prudential Channel

  LPL Financial completed a $2.4B advisory practice acquisition from Prudential's network, adding 18 advisors in its latest consolidation move.

• LPL Financial Unveils Enhanced Platform for $500M+ Practices in Major Strategic Shift

  The independent broker-dealer is targeting larger, more sophisticated advisory teams with new technology, lending, and service capabilities.

• LPL Financial Recruits $275 Million Morgan Stanley Advisor to Shoreline Private Wealth

  LPL Financial recruited Morgan Stanley advisor Jason Mochi and his $275M Shoreline Private Wealth practice to its independent platform. Shoreline Private Wealth, left Morgan Stanley, joined LPL, $275M

• LPL Hits $2.36 Trillion in Assets as Independent Channel Momentum Builds

  LPL Financial's November numbers underscore the independent channel's continued dominance in advisor recruiting, with the firm now managing more assets than most wirehouses.