Investment Research for Advisors

LPL Research is dedicated to ensuring advisors like you have the investment research you need to help your clients achieve the financial outcomes they desire.

Independent Investment Advice

Who is LPL Research?

LPL Research is an experienced team of financial analysts, strategists, and investment specialists who can help you enhance your services as a financial advisor. We operate as an extension of your advisor team, delivering independent investment advice and helping you keep your clients informed about the markets and economy.

We believe better outcomes can be reached when insights across all aspects of investing are united. Everything LPL Research does runs through our leadership team — from the models we create and manage, to the research and commentary we provide. After all, when we’re stronger, so are you.

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What does LPL Research do for advisors?

LPL Research is dedicated to ensuring financial advisors like you have what you need to pursue the outcomes you desire. We deliver rigorous analysis and valued insights across a broad range of investing disciplines, including asset allocation research, market insights and commentary, investment manager research, model portfolio management, and quantitative research.

office worker studying information on a laptop mature businesswoman leading small group seated in room with large window diverse multi-generational team seated at meeting table

LPL Financial Advisors Have Access to:

  • Economic and market insights
  • Asset allocation guidance
  • Investment vehicle due diligence
  • Guidance on creating and monitoring investment portfolios
  • Informative, client-facing communications

Powered by a Team of Experienced Professionals:

With LPL Research, advisors have access to some of the brightest investment minds across the financial industry who are well-respected for their experience, thought leadership, and perspectives.

Choose a Sound Approach for Your Business:

  • Gather insights, expertise, and analysis you can rely on to stay informed and engage your clients
  • Get ongoing strategic and tactical investment views and actionable information so you can make informed decisions and have deeper discussions with your clients
  • Gain scale and create capacity to serve more clients, add value, and grow your advisory practice

Rounding Out the Research Lineup

From the markets and economy to geopolitics and more, LPL Research delivers the backstory and forecasts you need to help position you for the outcomes you deserve. Published in a variety of formats, simply choose what works best for you.

Market Signals Podcast

The LPL Financial Research team discusses current market trends and looks ahead, sharing insightful projections on a weekly basis.

 

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Econ Market Minute

Join Chief Economist Dr. Jeffrey Roach as he gives perceptive insights into the macro environment, uncovering hidden truths about the workings of the global economy.

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Talking Point Podcast

Three of the largest topics for the week at hand, including commentary around their significance. Hosted by Quincy Krosby, chief global strategist.

 

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Street View Video

A full range of market topics, distilled into quick snippets by LPL Research. Topics include stocks, bonds, interest rates, and more.

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Disclosures

This material is for general information only. Investing involves risks including possible loss of principal.

For Financial Professional Use Only.