LPL Financial

Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.

July 31, 2019

The group, previously operating as Midwest Wealth Management under LPL Financial, will now rebrand as Midwest Wealth Group.

December 11, 2025

The firm named Angela Xavier as its new client experience officer to lead day-to-day operations in Tempe.

October 15, 2025

The deal is one of LPL's largest and with Commonwealth's 2,900 financial advisors, will give LPL over 30,000 advisors in total.

March 31, 2025

The acquisition boosts Twenty Four Wealth’s assets under management to $1.1 billion.

March 14, 2025

LPL has made several acquisitions in recent months, including its purchase of Atria Wealth Solutions in October.

March 12, 2025

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