Turn Foundational Strengths into Transformational Opportunities

What if your bank could redefine the status quo? At LPL Financial, we help innovation-ready banks scale their existing wealth management services and embrace new avenues for growth.

EVOLUTION & EXPANSION

Attracting and Retaining Financial Advisor Talent in a Competitive Environment

In a competitive financial services landscape, attracting and retaining top advisor talent is crucial. Discover how industry leaders are partnering with LPL Financial to address this challenge. 

With insights from experts like Yama Jamili of BMO Investment Services and Steve Hever of Wellby Financial, discover how innovative solutions and strategic support from LPL are helping institutions thrive despite the talent shortage.

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The Benefits of Working With LPL

LPL positions banks to set, meet, and exceed ambitious goals in a competitive wealth management environment.

Bolster profitability with a dedicated team by your side.

At LPL, our client experience and success managers can help you optimize your tech stack and execute strategic outsourcing to lower expenses, reduce risk, and drive revenue growth.

Build a robust wealth management business.

Use our innovative technology and white-labeled services to open up a new world of investment opportunities and wealth planning for existing and prospective clients.

Elevate client experiences with a fully integrated platform.

LPL's digital wealth management platform offers seamless access to wealth management solutions to help you meet and exceed clients’ expectations for tech-powered engagement.

Attract, retain, and empower high-performing financial advisors.

Use LPL resources to recruit talented financial advisors and then provide them with the tools and services they need for exceptional client service and enduring job satisfaction.

An Industry Leader in Wealth Management Transformation

$1.7T

total advisory and brokerage assets serviced and custodied1

#1

in market share among 3rd-party providers of brokerage services to banks and credit unions2

1200

financial institutions1

6M

investors supported by LPL advisors and institutions throughout the United States1

Let’s build something great. Together.

As your complete wealth management partner, we’re here to help your financial institution to succeed and scale in a competitive market.

LPL supports a range of financial institution functions, with tools, advice, and expertise on:

  • Investing in and scaling technology solutions
  • Business strategies and new operational practices
  • Expanding product offerings and wallet share
  • Compliance and risk management
  • Financial advisor recruitment and retention

Trust LPL Financial to help you pave the right path for your institution’s success.

Institution Insights

Jerry Toney, EVP, Investment Services, Cadence Bank

Scaling Personalized Service Through Client Segmentation

| LPL Financial

Anne Marie Hamilton, SVP, Wealth Management, Orange County’s Credit Union

Complex Needs & Expectations of Financial Services Clients

| LPL Financial

Yama Jamili, SVP, Western Regional Head, BMO Investment Services

How to Attract & Retain Advisors in a Competitive Environment

| LPL Financial

seated businessman leading meeting with seated business women and men listening

How Credit Unions Are Elevating Member Experience

| Ed Dominguez, Vice President, Head of Community Bank and Credit Union Recruiting, LPL Financial

1. Data as of December 2024

2. 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.