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FUNDRAISING NEWS | January 28, 2025
Tags: RIA, Financial Advisor Move
LPL Financial announced that Wintrust Financial Corporation has fully integrated its wealth management assets to the firm’s institution services platform, finalizing a transition first announced nearly a year ago.
In a statement, Wintrust Chairman and CEO Tom Zidar said the strategic partnership with LPL will help enhance Wintrust’s wealth management capabilities, providing the firm with access to LPL’s centralized support and diverse resources to differentiate its offerings and grow its practices.
The agreement was signed back in February 2024, and with its completion LPL onboards approximately 90 advisors servicing $16B in client assets.
Written By: Dakota
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