Investment solutions and the future of the financial industry

In this episode of LPL’s Advisor Community Conversation series, “Around the Table,” Kate Winters, senior vice president, product management is joined by LPL advisors as they reflect on their experiences in the financial advice space—from just starting out in the business to where they are today. And, just as each advisor is unique, so is their journey. Tune in to learn about their preferred investment solutions, the technology platforms they use and what they expect for the future of our industry.

To watch individual segments see below:

Building Tomorrow Together

We’re working with our advisors and institutions to create a new way of delivering financial advice. Together, let’s create something new.

LPL Technology Solutions

LPL Financial continues to create technology solutions for financial advisors, and their investors, to improve advisor efficiency and investor access.

Confidentially Connect

Like what you heard? Connect in confidence with one our experienced consultants to learn how LPL can support your move to independence.