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  1. LPL Expands Private Trust Arm to Target Wealthy Clients

    LPL Financial is pushing to expand services for high-net-worth clients. In the company's most recent move, its wholly owned Private Trust Co. subsidiary has announced strategic plans to build on its rapid growth of 25% over the last three years.

  2. LPL Research Exec Stresses Investment Themes, Not Boxes

    Classic investment style boxes are out and themes are in, Burt White, LPL Financial's managing director of research, told advisors.

  3. LPL Trust Unit Aims to Boost Sales, Hires

    The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.

  4. LPL beefing up its compliance in wake of Massachusetts suit

    In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.

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