While former LPL CEO Dan Arnold first hinted at building its own integrated account in 2022, it was Chief Wealth Officer Aneri Jambusaria who, in August, discussed a pilot underway and heralded its ...
New solution offers FDIC protection and modern banking tools — all within LPL’s integrated platformSAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, ...