LPL Financial

Independence in financial advice means different things to different advisors. Marc Cohen explains in Barron's how we're redefining independence as the freedom to choose YOUR optimal business model. Whether you value complete autonomy or desire strategic support, true independence means having the flexibility to design your practice your way. Read Marc's insights on how the landscape is evolving and why advisor choice remains at the center of our approach: https://bit.ly/4iEDhW2

#OpeningDay is here! ⚾️ Our teams in San Diego, Boston, and Phoenix are celebrating alongside their hometown MLB clubs today.

Check out Greg Gates's latest Product-Tech update to see how our technology investments are creating meaningful impact for advisors and institutions across our network.

The numbers tell the story: Women's financial assets in the U.S. are projected to triple to $30 trillion by 2030. This represents one of the largest opportunities in wealth management today. As Jennifer Hollers, CFP, CEPA notes in The Daily Upside, this shift requires us to rethink how we serve clients. Women typically seek advisors who: • Take a holistic approach beyond investment management • Understand their risk preferences and priorities • Engage in collaborative planning • Communicate clearly about strategies and outcomes Firms that adapt their practices to meet these preferences will be positioned to capture a significant share of this wealth transfer. Those that don't may find themselves increasingly irrelevant in tomorrow's market: https://bit.ly/4iOg6cs

As more women consider their options and look for a wealth management firm to partner with, this #WomensHistoryMonth we celebrate three #LPLWomen who are trailblazing for the next generation. Learn about their stories, what they look for in a partner firm, and how they’ve embraced our supportive culture. https://bit.ly/4hFp7mz

Leadership comes in many forms, but always begins with a vision. As we continue our #WomensHistoryMonth celebration, we're proud to spotlight LPL leaders who are actively shaping the future of wealth management. From expanding mentorship opportunities to fostering new talent, these women aren't just building successful careers—they're creating pathways for others to follow. Swipe through to hear directly from the women whose vision is helping build a wealth management landscape where talent and dedication determine success ➡️

Recent research by Nobel Prize-winning economists suggests that money can indeed buy happiness when it provides security, choice, and freedom from worry. For advisors helping clients plan their financial journeys and professionals considering their own career paths, understanding the true relationship between wealth and well-being matters. #HappinessDay

Financial planning is about more than numbers –it's about understanding, listening, and guiding clients toward their goals. As our #WomensHistoryMonth celebration continues, we're spotlighting LPL advisors who bring unique perspectives to wealth management. These women are not only building thriving practices but are reshaping how financial guidance is delivered across America. Swipe to hear directly from the advisors who are making their mark on the wealth management landscape. ➡️

Congratulations to Tom Gannon on his appointment to The Congressional Award Foundation Board! Tom's expertise will be instrumental in empowering the next generation of American youth through this important program. We're proud to see our leaders engaging with the only charity of the United States Congress and contributing to its mission of fostering service, personal development, and leadership among young Americans.

There was something special happening across our campuses yesterday – our Kudos Café buzzed with conversation, laughter, coffee, games, and plenty of morning treats. While #EmployeeAppreciationDay was officially last Friday, we celebrated this week in true LPL style. What I appreciate most about our team is how you show up...your creativity...your passion and even the joy you create for our clients and each other. My cup truly runneth over with gratitude when I see the connection and commitment that sets LPL apart. So to every member of our LPL Financial community: THANK YOU for all you do! This celebration was just a small token of our appreciation for the remarkable difference you make every day.