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Lincoln Investment named to Financial Planning's
Independent Broker-Dealer Elite 2025:*
#14 for total revenue
#3 for women as a percentage of producing reps
#9 for fee-based mix
*Issued August 13, 2025, the annual IBD Elite ranking conducted by Financial Planning contains data on 38 firms and their 2024 revenue, as reported by the firms themselves. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list, but may pay for advertising rights. Source: http://www.financial-planning.com/
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What's New
May Market Recap
Read the latest commentary from the Investment Management and Research (IM&R) team, including our current and longer-term perspectives.
Mid-Year Market Perspective
Read our updated current market perspective and longer-term view from Chief Investment Officer Shashi Mehrotra and Deputy Chief Investment Officer Chris Surrichio as we enter the second half of the year.
Kathy Leckey Appointed Chief Executive Officer
Lincoln Investment appoints Kathy Leckey as Chief Executive Officer and transitions Ed Forst to Executive Chairman of the Board. Read the latest press release for more.
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