yf_tkr_LPLA · 2026-10-22
LPL Financial Holdings (NasdaqGS:LPLA) has seen the US$2.3b ICG Next wealth management team exit for rival Osaic. ICG Next, a large independent advisor group, informed clients of the move in October 2026, citing a change in platform partner. The departure shifts a sizable client asset pool away from LPL's platform to Osaic, affecting one of LPL's affiliated practices. ICG Next's exit to Osaic is only one part of the wider LPL Financial story, which extends beyond this transition. Take a look...
Sector coverage: Financial Services · Capital Markets · Consumer Defensive · Food and Kindred Products · Industrials · Specialty Business Services
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