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LPL sees bright spots amid sideways 4Q earnings report

The firm is buoyed by increase in advisors, a perceived edge in the 401(k) segment and interest generated by the Fortigent deal

Author Dina Hampton February 8, 2012 at 5:36 AM
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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold




Jeff Spears

Jeff Spears

February 8, 2012 — 4:21 PM

Fortigent should help LPL move the needle with large RIA clients.

Fortigent works with 90+ RIAs with AUA of $50 billion and LPL works with 146 RIAs with AUA of $22.7 billion.

Now I get it!

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