Wealth Management

WealthStack Roundup: LPL Rolls Out Integrated Cash Management Account

While former LPL CEO Dan Arnold first hinted at building its own integrated account in 2022, it was Chief Wealth Officer ...

LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing

SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the launch of its Cash Management Account (CMA), a solution designed to simplify ...
FOX8 Cleveland

LPL Financial to Support the NGLCC to Advance LGBTQ+ Business Ownership, Expand Access to Financial Advice

CHARLOTTE, N.C., July 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial furthers its commitment to expanding the diversity and reach of financial professionals with its support of the National LGBT Chamber ...
Nasdaq

LPL Financial Adds Separately Managed Account Strategies To Model Wealth Portfolios Platform

CHARLOTTE, N.C., March 31, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that advisors can now access separately managed account (SMA) strategies as an investment option within Model ...
TipRanks on MSN

LPL Financial launches cash management account to integrate banking, investing

LPL Financial (LPLA) announced the launch of its Cash Management Account, CMA, a solution designed to simplify clients’ financial lives by ...