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Contract Type
partnership
ChicoFinancial ServicesFinanceLendingDescription
LPL Financial LLC announced that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. Prosperity Investment Management, with approximately $140 million in assets, decided to find a new strategic partner and chose to move their business to LPL Financial due to its industry-leading technology, scale, and commitment to service.
Agreement Insights
Based on industry dataStrategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months