LPL Financial was honored Sept 12th as the winner of two WealthManagement industry awards – one for its best-in-class Technology and one for its Social Responsibility initiatives – in what was the most competitive year ever for WealthManagement awards.
In the Technology category, LPL’s integrated platform, ClientWorks Connected, was chosen as the leader among competitors including Raymond James, Advisor Group, and Kestra Financial. The ClientWorks Connected platform is a comprehensive, end-to-end solution that helps advisors navigate seamlessly through all aspects of serving advisors, including proposals, planning, trading, and reporting. The open architecture platform integrates with a curated choice of third-party providers. The result: More time for advisors to spend working their clients—and running their practice. According to LPL, its ClientWorks platform is the No. 1 reason new advisors join the firm.
“LPL was honored to receive two prestigious awards from WealthManagement,” said Rich Steinmeier, LPL Financial managing director and divisional president, Business Development. “We’ve invested $150 million this year alone to create a seamless digital experience for our advisors who are now more equipped than ever to provide a leading, consultative experience to their clients.”
LPL’s second award was for its Advisor Diversity & Inclusion Initiative, which won in the Social Responsibility/Diversity category. Other nominated firms included Advisor Group, Parkland Securities, and Voya Financial Advisors. As part of the firm’s diversity and inclusion initiative, LPL has engaged in extensive research and listening sessions to support the recruitment of a more diverse advisor population. LPL’s work has also enabled existing advisors to reach underserved areas of the market.
“We’re on a mission to be the most inclusive place for advisors to do business,” said Kathleen Zemaitis, senior vice president, advisor diversity “We’re focused on empowering advisors to meet unique and evolving investor needs, in order to help build stronger communities for diverse segments.”
LPL was also a finalist in several other categories:
Among large broker/dealers (with 1,000 advisors or more), LPL was a finalist for Practice Management, Thought Leadership, and Transition Support.
Among all broker/dealers, LPL was a finalist for Social Media Leadership.
Among custodians, LPL was a finalist for Practice Management and Technology.
A record number of entries—more than 650—were narrowed down to 166 finalists in all corners of the wealth management industry, including asset managers, custodians, RIA firms, broker/dealers, family offices, and research providers. The goal: to shine a spotlight on the new and innovative ideas that are transforming the wealth management industry. These fresh products, strategies, and initiatives are pushing the industry forward, and ultimately helping advisors deliver a better experience—and better outcomes—to their clients.
“The record number of nominations submitted this year demonstrates the level of innovation and creativity going on behind the scenes for the benefit of financial advisors,” said William O’Conor, managing director of WealthManagement.com. “This was the biggest year for the WealthManagement.com Industry Awards. It’s never been harder to win—there were more nominations than ever and more categories in which to compete. So to go home with an award in this environment is very special.”
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. The firm serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
This means, you take one article, and you use the article distribution system. It will generate thousands of unique versions of your article, and publish those unique articles to hundreds of websites that are related to your niche.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
