News
2013 Highlights
CPA CPE Forum Features Eight Speakers on June 11, 2013
May 30, 2013
Kevin Whitmore Earns Certified Divorce Financial Analyst Designation
April 25, 2013
Eldridge Investement Advisors To Host
CPA CPE Forum in June
March 5, 2013
Stephen Eldridge Recognized as
Top Financial Advisor by LPL Financial
February 7, 2013
2012 Highlights
Retirement Plan Professionals Discuss
Fee Disclosure Burdens on Plan Sponsors
June 26, 2012
Event: Fee Disclosure Workshop for Employer-sponsored Retirement Plans: June 26, 2012
May 31, 2012
EBSA Releases Final Rule on Fee Disclosures, Deadline Now July 1
February 9, 2012
2011 Highlights
ERISA Compliance Update for 401(k)
and 403(b) Retirement Plan Sponsors
(Listen to full audio of November 2011 workshop on 408(b)(2) fee disclosure regulations)
December 12, 2011
Event: Breakfast with the DOL: Fiduciary Responsibility Workshop,
Wednesday, Nov. 2, 2011
September 21, 2011
Stephen F. Eldridge Receives LPL Financial Chairman’s Council Distinction
April 2011
Craig Garner Attends 401(k) Summit
March 15, 2011
LPL Financial Is #1 Broker-Dealer
Investment News, January 24, 2011
Other News
LPL Investment Holdings Announces IPO Pricing
November 25, 2010
Move Over Merrill — LPL is the biggest
brokerage firm you’ve never heard of.
That is exactly the point.
Forbes, November 22, 2010
Plan Sponsor and Fiduciary Update 2010
November 2, 2010
LPL Financial Ranks Third in the Nation in
Full Service Investor Satisfaction
J.D. Power and Associates Special Power Report,
July 2010
“We’ve Arrived” — LPL Financial is so much bigger than its independent competitors that it exists almost in its own category…
Financial Planning, November 2009
Sean Riley Receives Retirement Planning Designation of Professional Plan Consultant
June 15, 2009
Employment Tax and Retirement Challenges for Small Business is CPE Seminar Topic in Manchester, NH
May 15, 2009
2009 Plan Sponsor and Fiduciary Update
May 10, 2009
2008 Plan Sponsor and Fiduciary Update
August 8, 2008
Year-end CPE Session for CPAs Covers Retirement Plan Design for Small Employers in Massachusetts and New Hampshire
September 30, 2007