Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network

Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes business owners and ...

Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

LPL Financial LLC announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors, through affiliation with ...
InvestmentNews

LPL Financial bumping up fees on 'direct' business, mutual funds held at outside firms

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new fee by LPL could cost some advisors who have a practice that features ...
Nasdaq

LPL Financial Welcomes Loomis Wealth Management

SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of ...
WealthManagement.com

LPL Retains 80% of Commonwealth Assets to Date

LPL Financial closed on its acquisition of Commonwealth Financial Network, the Waltham, Mass.-based independent broker/dealer with 3,000 advisors and $305 billion in assets, in August. Since then, ...