“By leveraging LPL Strategic Wealth Services, we are gaining our independence but we have a support system from LPL to help with daily business operations.” – Marc DeCicco

Learn how the top 10% of LPL Financial’s advisors scale their business and create the efficiencies needed to drive and support growth.

As investors await the results of China’s upcoming plenum, LPL Research discusses where China is headed.

Learn about LPL Financial’s new Bookkeeping Services solution, as well as the firm’s recent recruiting success, commitment to banks and credit unions, and focus on diversity.

Changing firms doesn’t have to be daunting. Check out these transition tips to help financial advisors navigate the onboarding process smoothly and launch their new business with as little disruption as possible.

Women-led firms continue to find success at LPL and choose LPL Financial as their home. At LPL Financial, more women advisors are finding what they need to thrive and providing women investors the financial advisors they prefer.

Just as the financial advice industry has evolved over the years, so have standard financial advisor prospecting ideas. LPL Financial offers a variety of tips on how financial advisors can generate leads — and how to engage those prospective clients.

While investing may not be the first thing that comes to mind when thinking about how to promote diversity and inclusion, there’s a growing trend in what’s known as “socially responsible investing” (SRI) that ties the two efforts together.

The latest news stories from the trade and consumer press.