Recent events
Recent events tied to this brand in public sources.
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2021
Macquarie completes acquisition of Waddell & Reed
Macquarie Asset Management announced that it had completed its $1.7 billion acquisition of Waddell & Reed. As part of the deal, it spun off Waddell & Reed’s wealth management platform to LPL Financial Holdings.
2020
LPL Financial announces service-center technology update
LPL Financial announced a revamp of its service center and adviser experience, adding live chat, callback requests and interactive voice response tools. The tools were live for 6,000 advisers, with a rollout to the rest of its network planned through the summer.
2020
BankNewport and LPL Financial form OceanPoint Investment Solutions
BankNewport teamed up with LPL Financial to provide financial and advisory services through a subsidiary known as OceanPoint Investment Solutions.
2019
Financial Solutions Group joins LPL Financial
Financial Solutions Group, a Louisiana-based registered investment advisory firm, joined LPL Financial after transitioning from FSC Securities.
2019
LPL Financial wins two WealthManagement.com Industry Awards
LPL Financial won two 2019 WealthManagement.com Industry Awards: one in Technology and one in Corporate Social Responsibility/Diversity.