LPL Signs First Succession Deal With External Practice
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LPL Financial has closed on its first deal to acquire an external advisor practice under its liquidity and succession program, executives announced during its first quarter 2024 earnings. The independent broker/dealer opened the acquisition model to external advisors last fall.
Under the?program, introduced to LPL advisors about two years ago, the IBD?acquires practices with principals nearing—but not yet at—retirement and commits to spending 10 to 13 years supporting a next generation that will eventually have the option to take control without the steep price tag—or any cost.
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