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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 between Macquarie Financial Holdings Pty Ltd. and LPL Financial 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!

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