Stay Up to Date on Transition News

[2/17/21] As you’re communicating with your clients about LPL, feel free to send them our Power of Affiliation brochure, which outlines our history of excellence, account protection measures, helpful tools and resources, and more.

[2/8/21] LPL Financial Holdings Inc. recently announced results for its fourth quarter ended December 31, 2020, reporting net income of $112 million, or $1.38 per share. This compares with $127 million, or $1.53 per share, in the fourth quarter of 2019 and $104 million, or $1.29 per share, in the prior quarter.

Read the full press release. 

[1/21/21] Over the past few weeks, we’ve been learning what’s on your minds. Based on conversations with you and your colleagues, we’ve collected answers to your top 10 frequently asked questions. It covers when you can start transitioning your business, how CRM conversion will work, and when you’ll be able to communicate changes to your clients.

You can also catch the replay of our January 11 event covering these topics or see all FAQs.

[12/17/20] A lot of you have been wondering about health insurance. We offer a discounted rate from the third-party vendor Paychex through our Vendor Affinity Partners program. Your dedicated Business Development Consultant can offer more details.

[12/16/20] You asked, and we answered! Here are the top 10 questions we’ve received from Waddell & Reed advisors.