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The Art & Science of Scaling

December 1, 2017

To position your practice to handle competition and growth, it must be scalable. A scalable business provides the flexibility needed to adapt to change and the evolving needs of clients. Learn how to achieve your goals through practice scalability...

From Prospect to Pipeline: Building Strong Relationships

November 6, 2017

It’s imperative to articulate your value proposition at every opportunity. Clients expect quality service and performance, yet they truly desire that advisors personally relate to their needs. Learn more by downloading our white paper, From...

5 Traits of a Successful Transition

October 1, 2017

To grow your business through a practice transition, it’s important to not only consider how well your prospective partner fits with your business goals, but that investors are scrutinizing the integrity of firms that advisors choose to associate...

LPL retains $1.6B Zuk Financial Group

December 12, 2017

Zuk Financial Group, a Lake Forest, Calif.-based hybrid that oversaw $1.6 billion in client assets while affiliated with National Planning Corp., has decided to remain with that firm's new owner, LPL Financial. LPL bought the assets of NPC's...

5 Strategies for Improving Business Valuations

June 9, 2017

The current seller’s market for practice acquisitions will not last forever. It’s prudent to take steps now to fine tune and sharpen your book of business to help maximize its value and potentially improve your business valuation.

RIA solutions: Integrated custody, clearing and broker-dealer services

October 28, 2013

A new white paper from LPL Financial on the reasons today’s successful RIAs look to LPL as their single source for comprehensive advisor solutions in an increasingly complex business environment.

Closing the Gap Case Study

September 16, 2013

Learn how Lincoln Savings Bank (LSB) leveraged LPL Financial’s Income Spectrum for seeking potential income in a low-yield environment to win a $1.4 million account from four other competitors. LPL Financial’s framework of educational resources...

Choosing the right partner for an enhanced client experience

May 1, 2017

What makes your clients value your relationship? Will they follow you as you transition? How can you choose a firm that will help ensure client loyalty? These are questions that can largely determine the success of your transition. Learn how...

LPL Research’s Midyear Outlook: A Shift in Market Control

July 12, 2017

A shift in market dynamics has prompted an improving economy to move away from monetary policy dependence toward a reliance on business fundamentals to spark growth. Discover how evolving market dynamics can affect the investment outlook for...

LPL's Dan Arnold: How regulatory uncertainty is affecting financial advisers

May 1, 2017

Uncertainty surrounding the DOL fiduciary rule has created headwinds for financial advisers, though they are seeing new reasons to be optimistic about growing their practices, according to LPL Financial president and CEO Dan Arnold.

LPL's outlook (and four potential yield plays) for the second half of 2010

July 13, 2010

The following is an excerpt from LPL Financial's recently published second half outlook. To download the full report, click here. We expect the economy and markets will stay on the course for growth in 2010. We are maintaining our forecasts...

The future is fiduciary

May 22, 2017

The needs of today’s clients are increasingly complex, which means their expectations for your services are heightened as well. By positioning yourself as a wealth planner and fiduciary, you can set yourself up to be your client’s trusted...

2017 Action Plan

May 1, 2017

Adapt and thrive—for your practice, your clients. Master change with LPL’s FREE 2017 Action Plan.

Communicating Change

November 18, 2016

Proactively approaching change with a plan can help make the transition as smooth as possible.

Protect and unlock your value through succession planning

August 1, 2014

How succession planning can help increase your practice value, Avoiding the top transition pitfalls, Timing your exit to maximize value, and Simplified solutions for transitioning on your terms.

Attracting and retaining female clients: best practices

July 24, 2013

This white paper discusses how to best empower financial advisers to grow their business among women and their families. It seeks to understand the new landscape for women and financial planning.

Dan Arnold's big gamble at LPL Financial

October 7, 2017

DAN ARNOLD, THE NEW CEO of LPL Financial Holdings Inc., is making bold moves to increase profitability at the nation's largest independent broker-dealer, and while he's pleasing Wall Street, some LPL affiliates and advisers are questioning how...

The biggest NPH firms LPL has retained - Retention battle

December 14, 2017

In August, LPL Financial said it had acquired the four broker-dealers of the National Planning Holdings (NPH) network for $325 million, plus a possible contingency fee, from Jackson National, an insurance company. Since then competition for...

LPL Financial buys NPH, a broker-dealer network with 3,200 advisers

August 15, 2017

After weeks of speculation, LPL Financial said on Tuesday it had completed the purchase of National Planning Holdings Inc., an independent broker-dealer network with 3,200 advisers. The deal is structured as an asset purchase with an initial...

LPL Financial benefits from flight of Wells Fargo advisers

July 31, 2017

As Wells Fargo & Co. deals with yet more scandals that are hurting its reputation, LPL Financial has been welcoming its brokers looking for a fresh start. LPL, the nation's largest independent broker-dealer, reported Monday that 15 or the 72...

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