LPL Financial

My thanks to many of you – colleagues, clients, partners and friends – who have reached out this week offering your support of my new role. I am humbled and honored to guide LPL Financial through this leadership transition. As many of you know, I am a massive fan of our industry. And, in my new role as interim CEO for LPL, I’ll continue to be a vocal advocate for our clients, who too respect the significant responsibility of bringing quality financial advice to American families. While change is always present, one thing has endured since I joined LPL six years ago: every day, our employees and our clients inspire me. We have incredible momentum in the marketplace. I am so grateful for everyone who makes LPL the outstanding firm it is today and will be in the future.

Founded in 1996 by Tom Noble, The Noble Group has been a beacon of holistic wealth management in Sugar Land and Dallas, Texas. Now, as they pass the torch to the next generation led by Joey Rose, they're not just changing affiliations – they're revolutionizing their approach to client service. By partnering with LPL, The Noble Group is plugging into a powerhouse of digital capabilities and integrated platforms. This means their team of nine advisors and 13 support staff can focus on what they do best: serving high-net-worth families, retirees, and business owners with personalized, top-tier financial strategies. But it's not just about today - it's about tomorrow. This move sets The Noble Group up as a magnet for fresh talent, ready to nurture the next wave of financial advisors in an industry that never stands still. Learn more → https://bit.ly/4eLQjPy

#LPLNews: LPL has closed its acquisition of Atria Wealth Solutions, a wealth management solutions holding company supporting approximately 2,400 advisors and about 150 banks and credit unions serving about $100B in assets. Learn how this deal advances LPL’s role in transforming the advisor experience through independent and institutional wealth management services → https://bit.ly/4eLvnrT

We're excited to introduce Cheri Belski, executive vice president and head of Investment Management Solutions. With over 25 years of experience, Cheri will be instrumental in empowering our advisors and institutions to deliver exceptional advice and run thriving businesses through product differentiation and optionality. "Her extensive experience and diverse background make her the ideal leader to continue to evolve LPL's investment solutions and innovative services that help advisors meet the increasingly diverse and sophisticated needs of advisors and their clients," said Aneri Jambusaria, managing director of LPL Business and Wealth Solutions. Learn more → https://bit.ly/3BjVUhu

This #HispanicHeritageMonth, we're not just celebrating—we're learning. We're embracing the innovative spirit that's propelled the Hispanic community forward, breaking barriers and redefining success across industries. We believe progress isn't just about achievements. It's about people. It's about the resilience to face challenges head-on and the unity to lift each other up. We're committed to fostering an environment where diverse voices aren't just heard—they're amplified. Where new ideas aren't just welcome—they're sought after. Because in our world, change isn't just inevitable. It's an opportunity to lead.

Tech enthusiast? Finance whiz? Business strategist? We've got a place for you. Our 10-week summer internship is your ticket to take the #LEAPatLPL. This week, we're at Auburn University meeting with future leaders like you. Ready to turn your passion into your profession? Discover more → https://lnkd.in/dDb9vp4n

As we welcome the #AutumnEquinox today, we're reminiscing about last week's golden moments at #LPLSummit! Our Autumn Peaks happy hour was the perfect prelude to fall. From pale yellow aspens to rich amber spirits, every moment was pure gold. Who knew networking could taste this good? 🍁🥃

Julian Lopez kicked off #LPLSummit General Session 2 by celebrating our top advisors. Then, Aneri Jambusaria, Kate Shackleton, and Thomas Murphy unveiled strategies for the high-net-worth market. Marc Cohen and Jeremy Holly showed us how to unlock our enterprise value and elevate our practices. The pinnacle? Alison Levine's electrifying lessons from the ledge. Now, as we descend, we carry with us the tools to scale new heights in our practices.

Remember when they said robo-advisors would make human advisors obsolete? Well, here we are, still irreplaceable. The same goes for AI. At Future Proof, executive vice president and chief information officer, Kristie Edling-Day, shared some eye-opening insights: - AI is a "power assist, not a replacement" for advisors - Gen Z, more than any generation before, craves face-to-face advisor interactions - It's about optimizing tasks, not eliminating roles Here's the kicker: Our AI chatbot pilot is helping LPL service associates boost right-the-first-time answers from low 70s to mid-90s percentage-wise. That's not replacing humans—it's supercharging them. As the world gets more digital, the value of authentic human relationships in finance skyrockets. AI isn't here to take your job. It's here to free you up to do what you do best: build those irreplaceable connections with your clients. More from Diana Britton of WealthManagement.com → https://bit.ly/3Tz6Yhg

Today, we're expanding our national home offices with the opening of a 43,000-square-foot space in Tempe, Arizona. This new office isn't just about adding square footage—it's about creating a dynamic hub for innovation and growth in wealth management. By the end of 2024, this state-of-the-art facility will be home to 300 employees focused on enhancing our client service and operations capabilities. And we're not stopping there. Over the next two years, we're committed to adding 700 new jobs to the Tempe economy, offering exciting career paths in the rapidly expanding financial services sector. Explore how we're expanding our capabilities and creating new opportunities in the Southwest → https://bit.ly/3ZskdUE