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This year, LPL expects to introduce more than 35 major technology enhancements inside Latitude.

The financial advisors of Williams Tax & Financial Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform.

NEEDHAM, Mass., July 21, 2026 (GLOBE NEWSWIRE) -- Advisor360°TM, the Autonomous Financial Platform™ for advisors, today announced that Ananya Balaram has joined the company as Chief Revenue...

Financial advisors John Bizjack and Brian Bizjack have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform.

PHILADELPHIA, July 16, 2026 (GLOBE NEWSWIRE) -- Janney Montgomery Scott LLC today announced the launch of Janney’s UMA Tax Overlay Management, a centralized portfolio management tool designed to...

BOZEMAN, MT, July 09, 2026 (GLOBE NEWSWIRE) -- The 12th annual XYPN LIVE —the industry's leading conference for fee-only financial advisors — is scheduled to take place September 29 through October...

Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 JD Power ranking, while LPL Financial LLC rose to #2 overall.

AVENTURA, FL, July 08, 2026 (GLOBE NEWSWIRE) -- Activest Wealth Management, an SEC-registered investment adviser serving the complex needs of ultra-high-net-worth families, today announced the...

NEEDHAM, MA, July 07, 2026 (GLOBE NEWSWIRE) -- Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today announced the launch of Meeting Prep, an AI agent...

BOZEMAN. Mont., July 01, 2026 (GLOBE NEWSWIRE) -- XYPN Sapphire, the integrated RIA platform built for independent financial advisors, today announced the expansion of its leadership team as it...