Nearly 9,000 attendees convene in San Diego for LPL’s flagship convention, an annual groundswell of collaboration and connection to assist advisors finest serve the American investor and run thriving companies
SAN DIEGO, Aug. 11, 2024 (GLOBE NEWSWIRE) — LPL Monetary (NASDAQ:) LLC’s annual flagship convention, Focus 2024, kicked off in the present day on the San Diego Conference Heart, the start of three dynamic days of studying and networking for monetary professionals and establishments of all kinds and sizes. LPL’s Focus convention, one of many largest in-person gatherings of monetary advisors and trade influencers, brings collectively curated content material from main wealth administration professionals, fintech companions and funding providers suppliers.
Focus attendees acquire insights into LPL’s strategic roadmap geared toward serving to monetary professionals and establishments ship nice recommendation and run thriving companies. The agenda is filled with greater than 200 breakout classes on matters starting from synthetic intelligence, various investments and behavioral finance to property planning, succession planning and shopper segmentation for personalised advertising. An expansive convention expo gives sensible demonstrations of cutting-edge expertise and assets offered by LPL Monetary Residence Workplace groups and over 130 sponsoring companions.
We’re thrilled to collect in San Diego for the most important Focus occasion in LPL historical past. We outline our success via the success of greater than 23,000 monetary advisors, together with advisors at greater than 1,000 establishments, stated Dan Arnold, president and chief govt officer, LPL Monetary. We’re investing again into our successful mannequin to create unprecedented flexibility in how advisors affiliate with LPL, construct unparalleled capabilities that empower advisors to offer nice recommendation to their purchasers and run thriving companies, and to develop a portfolio of capital options that may assist advisors traverse the lifecycle of their companies. By harmonizing these essential components, we’re creating the very best place available in the market for advisors and establishments to attain success.
With complete advisory and brokerage belongings growing 21% year-over-year to $1.5 trillion in Q2 2024, LPL continues to distinguish itself via robust progress, innovation and a full suite of affiliation fashions that gives personalised options for monetary professionals. Throughout Focus 2024, the corporate continues to construct on its momentum.
New Visible Identification Displays LPL’s Evolution as a Chief in Wealth Administration
LPL revealed right here this week an replace to the model’s visible id. Featured prominently on the convention and on LPL’s digital channels, together with LPL.com, the brand new id is designed with a contemporary look and approachable model that displays the breadth of LPL’s client-focused providers and wealth administration options that serve advisors, establishments and their end-clients.
Partaking Keynotes Take the Stage to Encourage and Entertain
Along with LPL’s mainstage updates, attendees will hear from eight-time Olympic medalist Apolo Ohno, whose journey of reinvention and mission-driven way of living is certain to encourage advisors’ enterprise objectives and particular person endeavors. Jon Dorenbos, former NFL Tremendous Bowl champion and two-time Professional Bowler, will share his story of adversity and the significance of self-discipline, teamwork and perseverance ” whereas demonstrating his expertise as a world-class magician. Attendees will wrap up their memorable Focus expertise with a non-public live performance on the beautiful Rady Shell (LON:), a waterfront venue overlooking the San Diego Bay.
Focus brings collectively a group grounded in a single factor ” bringing the American Dream to life. That is a group of significance, stated Matt Enyedi, managing director of shopper success, LPL Monetary. At this exceptional gathering, we get the chance to raise monetary professionals and advance a complete trade by sharing insights and experiences which can be then infused within the work all of us do to maintain purchasers daily.
About LPL Monetary
LPL Monetary Holdings Inc. (Nasdaq: LPLA) was based on the precept that LPL ought to work for advisors and establishments, and never the opposite method round. At this time, LPL is a pacesetter within the markets we serve, serving greater than 23,000 monetary advisors, together with advisors at roughly 1,000 establishments and at roughly 580 registered funding advisor companies nationwide. We’re steadfast in our dedication to the advisor-mediated mannequin and the idea that Individuals deserve entry to personalised steerage from a monetary skilled. At LPL, independence signifies that advisors and establishment leaders have the liberty they deserve to decide on the enterprise mannequin, providers and expertise assets that enable them to run a thriving enterprise. They’ve the pliability to do enterprise their method. They usually have the liberty to handle their shopper relationships, as a result of they know their purchasers finest. Merely put, we maintain our advisors and establishments, to allow them to maintain their purchasers.
Securities and Advisory providers supplied via LPL Monetary LLC (“LPL Financial”), a registered funding advisor. Member FINRA/SIPC. LPL Monetary and its affiliated firms present monetary providers solely from america.
All through this communication, the phrases monetary advisors and advisors are used to seek advice from registered representatives and/or funding advisor representatives affiliated with LPL Monetary.
We routinely disclose data that could be vital to shareholders within the “Investor Relations” or “Press Releases” part of our web site.
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