Integrated Financial Services for an Evolving Insurance Landscape

Your insurance firm can become the one-stop solution clients are looking for. And LPL Financial can help. Leverage our wealth management expertise as a powerful engine for growth.

INNOVATION & GROWTH

Building the Future of Financial Services: Scaling Personalization Through Strategic Partnerships

In an era where clients demand more personalized, seamless, and comprehensive financial advice, the financial services industry is undergoing a transformative shift. Prudential Advisors and LPL Financial have joined forces to create a cutting-edge platform that meets these rising expectations while scaling efficiently to support a growing client base.

Learn how this collaboration is empowering advisors to deliver more intuitive, human-centric services while addressing the operational and regulatory challenges of a rapidly evolving industry.

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The Benefits of Working With LPL

LPL’s white label platform ensures your brand is at the forefront of the client and advisor experience.

Expand wallet share and improve client retention.

Focus on the distribution of proprietary products and wealth management services to build deeper relationships with clients, bolstering revenue for core businesses.

Optimize advisor productivity to enhance client relationships.

By leveraging our platform, your wealth unit can license captive agents and train its advisor base to meet the diverse needs of your clients.

Recruit and retain skilled talent.

Financial advisors have their pick of institutions in a competitive market; your firm can stand out by offering cutting-edge tools powered by LPL’s $360M annual investments in technology.

Balance innovation with regulatory compliance.

Our outsourced wealth platform and dedicated investments in compliance tools can help you structurally reduce operational, litigation, reputational and regulatory risk.

An Industry Leader in Wealth Management Transformation

$1.7T

total advisory and brokerage assets serviced and custodied1

1,200

financial institutions1

28K+

financial professionals served1

Let’s build something great. Together.

As your complete wealth management partner, we tailor our approach to help you seize opportunities and overcome challenges in a dynamic environment.

LPL provides tools, advice, and expertise on:

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

We’re here to help your wealth unit grow and deliver meaningfully to your firm’s success, and to its future.

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

Disclosures

For Institutional Use Only