At LPL Financial, we believe knowledge is power, especially when it comes to supporting investing clients. We’re here to empower you through financial literacy and help you get the most out of the financial team in your corner, so you’re prepared for the financial seasons ahead (...

“We are accelerating the standard in financial services and changing what advisors should come to expect from technology, because that is what advisors and their clients need.” – Burt White, LPL Financial managing director, Investor & Investment Solutions

Investors understandably want to stay connected to their financial lives. Advisors share 3 tips that keep their investors connected - anytime, anywhere, on any device.

In 2022, sustainable investing will continue to become mainstream and attract new investors. Sustainable investing gets to the heart of what it means to be a shareholder. As owners of the business, shareholders can hold companies accountable for improving ESG performance and giv...

Below are LPL's updated policies and procedures relating to distributions upon an account holder’s death.

Thoughtful communication with your clients can help retain their business. Here are a few communication best practices to stay top of mind.

Have your marketing strategies evolved with your practice? If not, it's time to reflect. Use these marketing fundamentals to help get you back to basics.

If you’re a financial advisor prospecting for clients, paid advertising can be an effective tactic. Learn what you should consider when deciding what to do next.

“LPL stood out for its excellence in technology and business operations. Our staff was blown away by how easy it could be to run our business.” – Charles Noparstak

“I am so impressed with LPL’s culture and the quality of employees. I was looking for a company that values honor and integrity and that’s exactly what I found in LPL.” – Bill Matesich