“I’m only as successful as my staff, so it was important to find a partner who can help us save time and gain more efficiencies from integrated technology. LPL checked that box with ClientWorks and other innovative capabilities, all connected by a single sign-on functionality.” –...

As Steve Frith moved into his career as a financial advisor at LPL, he could see LPL cared about advisor technology. Read as he shares his tools of the trade.

“In the last 10 years, you've had dramatic change and innovation, which has been wonderful. But it's created an issue where either advisors don't know what to use, or if they are choosing different technologies that are disparate and not connected to each other, and it creates ef...

LPL Financial’s acquisition of AdvisoryWorld accelerates the journey to delivering an end-to-end technology platform, supporting advisors’ ability to maximize the power of technology to drive their business forward.

“I have been in the business 27 years, always with the same partner. But I believe it’s never too late in life to seek opportunity and make it part of the fiber of who you are. I believe LPL is the right partner to support my business and my clients.” – Mary Pascarella

“The best innovation happens when we listen to our clients and create solutions to overcome the challenges and hurdles…”

Meeting Manager is designed to take the friction out of meeting preparation by centralizing the workflow into a single solution, streamlining the process and creating more time in an advisor’s day.

Financial advisors want to deliver an extraordinary business. Industry experts look at those ways that deliver that extraordinary experience to your clients.

No matter where we’re located, LPL employees and advisors are dedicated to improving the communities where we work and live.