At its annual Focus conference, LPL Financial LLC shared its priorities for helping financial advisors and financial institutions advance their businesses by providing personalized support that enables custom client experiences, building flexible operating environments by leveraging innovative technology, and supporting advisors’ growth and legacy planning. In detailing the company’s investments that serve to help LPL clients run thriving businesses, LPL announced today an expanded suite of business solutions, designed to help financial advisors and institutions more effectively manage and grow their wealth management practices. The suite, which has grown from three to 14 services over the past six years, is expected to reach 20 by year-end, and includes services co-designed with advisors to address common challenges.
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