Firm Announces Enhanced Resources That Create Scale and Add Value for Affiliated Advisors Managing Retirement Plan
SCOTTSDALE, Ariz., Nov. 05, 2015 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is hosting its Retirement Partners Annual Conference from Nov. 5 to 8 in Scottsdale, Ariz. The invitation-only event gathers more than 275 of the top LPL-affiliated advisors who focus their business on managing retirement plan business. The advisors are joining LPL executives, service providers and industry experts to discuss trends and tips for practice management and to align with resources from LPL and the firm's extensive network of providers.
"LPL's Retirement Partners team looks forward to this event each year because it provides us the opportunity to meet with our advisors to discuss what matters most to them and provides them with a greater understanding of the extensive resources that LPL has to help them to efficiently operate their businesses, position them for growth and further enable them to help their clients plan for a successful retirement," said David Reich, LPL executive vice president and head of Retirement Partners. "This year, we are particularly excited to share two new solutions that allow us to leverage LPL's scale to benefit our advisors managing small plans, provide them with resources they might not otherwise have access to and allow them to remain competitive in the market."
The two new solutions being announced at the event are:
In addition, Reich highlighted significant enhancements that have been made to the retirement plan tool suite in 2015. "These additions and enhancements to the tool suite further demonstrate LPL's commitment to innovation and our firm's leadership in the retirement plan space," Reich said. Among the enhancements:
The LPL Retirement Partners Annual Conference provides attendees the opportunity to network with other successful independent plan advisors, gather valuable insights from firm executives and industry representatives and attend breakout sessions covering a variety of topics that can help advisors grow their practices and improve the lives of plan participants. A Learning Lounge offers advisors an opportunity to engage with home office staff and select partners to gain a greater understanding of how to leverage the extensive suite of services available.
Keynote speakers at this year's event include renowned researcher on happiness Shawn Achor and football legend Archie Manning. Achor researches the connection between happiness and success and is a New York Times bestselling author of The Happiness Advantage and Before Happiness. He has worked with Fortune 100 companies, the National Football League, the U.S. Department of Defense, the U.S. Department of the Treasury as well as with populations worldwide to discuss the science of happiness and meaning. Manning is a Hall of Fame NFL and college football player, and father of professional football players Peyton and Eli. His illustrious career has earned him honors including: All-American Quarterback at the University of Mississippi, Mississippi's Greatest All-Time Athlete (1992), Mississippi's Most Popular Athlete of the Century, 50-Year All-South Team (1940-1990) and Top 25 Athletes of the Century in Louisiana.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of September 30, 2015. LPL also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,413 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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Source: LPL Financial
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