LPL Financial has “refreshed” its brand, positioning itself as a firm that emphasizes to advisers that “your greatness is our goal.”
“By refreshing the LPL brand, we are bringing our story up to date to demonstrate the unique value we strive to bring to our advisors every day,” Heather Randolph Carter, LPL’s executive vice president and chief marketing and communication officer, said in a release.
The new visuals that are part of the revamp are included on LPL’s websites and on social media channels, and are among the resources accessible to advisers.
Janus Henderson Investors research reveals demand for transparency, but lack of awareness of AI’s prevalence in the corporate world.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
