LPL's thought leaders bring a changing wealth management landscape into focus, offering informed perspectives on trends, challenges, and opportunities across financial services. Learn about our leadership team.

In this episode of If You Could, LPL's Adam Turnquist breaks down the 2026 IPO wave — SpaceX, OpenAI, and why today's market differs from the dot-com era. Read the analysis.

Compare HSAs and FSAs to find the right fit for your healthcare savings and long-term financial goals. Understand the tax advantages, eligibility rules, and investing options that shape your decision.

With this guide, navigate growth, liquidity, & succession planning at every stage. Get clarity on what drives value & how early planning creates more control.

These resources from LPL Financial, including white papers and case studies, have strategies to help guide your clients in the financial planning process.

“We are honored to welcome this group of dynamic advisors who are committed to collaborating with us to drive meaningful change at LPL.” – Kathleen Zemaitis

“Congratulations to Merit Financial and Pence Wealth Management on this significant industry recognition and validation.” - Angela Xavier

“LPL is clearly investing in and transforming the way it manages risk with a view towards doing what’s right for its advisors.” - Jim McHale

LPL Managing Director Burt White held court today as a general session speaker at the company’s annual Focus conference, offering unique insights into how the rapid pace of change impacts the power and shelf life of experience. White stressed that adaptability and innovation are ...