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LPL Updates

LPL Transition: Keeping You Informed

You may have recently heard – either from us or in the media -- about an agreement reached between LPL Financial  and Macquarie Management Holdings, Inc. to jointly acquire Waddell & Reed Financial, Inc. It is our priority to keep you informed as details become available and to share what the acquisition may mean for you.

We're excited about the upcoming move to LPL. Please utilize this page as a resource for our communications surrounding the move, as well as a place to learn a little more about LPL and all they have to offer. Please feel free to utilize the form at the bottom of this page to send us any questions you may have about the upcoming transition. We'll get back to your promptly!

Mailings and Supplemental Materials:

LPL Transition Letter

LPL At a Glance

LPL: The Power of Affiliation

Ivy Proxy Vote Information

Please feel free to reach out to us with any questions!

Have a Question about the LPL Transition?

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