LPL Financial Institution Insights

To stay competitive as a financial institution requires a strong commitment to continuous learning and improvement, as well as a keen eye on the latest trends. Discover strategies, insights, and updates from LPL Financial exclusively for financial institutions.  

 

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Hidden Wealth Management Opportunity: INN Interview Recap

| Joanna Kanakis, Head of Institution Business Development

Joanna Kanakis, Head of Institutional Business Development at LPL Financial, sat down with InsuranceNewsNet (INN) to discuss how evolving client expectations are reshaping the insurance industry — and why that shift represents one of the most significant growth opportunities for insurance organizations today.

two business men and two business women seated at table talking

Wealth Management Differentiation for Bank Advisors

| Joanna Kanakis, Head of Institution Business Development

Discover how community banks and credit unions use time, technology, scale, and modernization to stand apart — and attract the advisors who drive real growth.

LPL Financial Focus 2026 audience and CCO Matt Enyedi on stage, on first day of Focus 2026.

Growth Strategies for Institution Leaders from LPL Focus 2026

| Ken Hullings, LPL Financial's EVP of Institution Client Success

LPL Focus 2026 made one message clear: firms that pair a clear growth strategy with the right technology, talent, and service partner will define the next era of wealth management. Here is what institution leaders can act on now.

people talking in a meeting

The Earnings Rotation: Reshaping Bank & Credit Union Growth

| LPL Financial

The bank and credit union industry is more resilient — and better positioned for growth — than expected. But the drivers of performance have fundamentally shifted. This executive summary distills the critical findings from the LPL Research Quarterly Bank & Credit Union Compendium.

Ken Hullings, EVP, Institution Success Management, LPL Financial

If You Could: Institutional Wealth Growth

| LPL Financial

LPL's Ken Hullings, Matt Enyedi, and Fremont Bank's Matt Weaver reveal how trust, specialization, and disciplined execution build high-performing wealth management businesses inside financial institutions.

institutional financial advisor talking with client

How AI Helps Credit Union & Community Bank Advisors

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

Artificial intelligence can't replace human connections, but it can help financial advisors at community banks and credit unions scale personalized service and improve efficiency in powerful ways.

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