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Morningstar joins the firm’s Management Committee and oversees the Legal, Policy and Community Impact teams.
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Since going public on November 18, 2010, LPL has reshaped the wealth management landscape through its advisor-first approach.
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LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.