LPL Financial Hosts Program Leadership Conference for Top Bank and Credit Union Program Executives
LPL Financial hosted its annual conference for bank and credit union program managers, attracting over 150 clients from its Institution Services business. The event highlighted a 19% year-over-year increase in client assets from the institutions channel as of Q3. The conference featured sessions on digital transformation, client engagement strategies, and sustainable investing insights. LPL Financial serves over 23,000 financial advisors, including those at approximately 1,000 institutions and 580 registered investment advisor firms nationwide.
LPL Financial ha ospitato la sua conferenza annuale per i manager dei programmi bancari e delle cooperative di credito, attirando oltre 150 clienti dal suo business dei Servizi alle Istituzioni. L'evento ha messo in evidenza un aumento del 19% anno dopo anno delle risorse dei clienti provenienti dal canale istituzionale a partire dal terzo trimestre. La conferenza ha presentato sessioni sulla digitalizzazione, strategie di engagement con i clienti e approfondimenti sugli investimenti sostenibili. LPL Financial serve oltre 23.000 consulenti finanziari, compresi quelli di circa 1.000 istituzioni e 580 società di consulenti finanziari registrate a livello nazionale.
LPL Financial organizó su conferencia anual para gerentes de programas de bancos y cooperativas de crédito, atrayendo a más de 150 clientes de su negocio de Servicios Institucionales. El evento destacó un aumento del 19% interanual en los activos de los clientes del canal institucional a partir del tercer trimestre. La conferencia incluyó sesiones sobre transformación digital, estrategias de compromiso con los clientes y perspectivas de inversión sostenible. LPL Financial atiende a más de 23,000 asesores financieros, incluidos aquellos de aproximadamente 1,000 instituciones y 580 firmas de asesores de inversión registradas a nivel nacional.
LPL Financial은 은행 및 신용 조합 프로그램 매니저를 위한 연례 회의를 개최하여 기관 서비스 비즈니스에서 150명 이상의 고객을 유치했습니다. 이 행사에서는 3분기 기준 기관 채널의 고객 자산이 전년 대비 19% 증가한 것이 강조되었습니다. 회의에서는 디지털 전환, 고객 참여 전략 및 지속 가능한 투자 통찰력에 대한 세션이 진행되었습니다. LPL Financial은 약 23,000명의 재무 상담사를 포함하여 1,000개 기관 및 580개 등록 투자 자문 회사를 전국적으로 지원합니다.
LPL Financial a organisé sa conférence annuelle pour les responsables de programmes bancaires et de coopératives de crédit, attirant plus de 150 clients de son activité de Services Institutionnels. L'événement a souligné une augmentation de 19% des actifs des clients du canal institutionnel par rapport à l'année précédente à partir du troisième trimestre. La conférence a présenté des sessions sur la transformation numérique, les stratégies d'engagement des clients et les perspectives d'investissement durable. LPL Financial sert plus de 23 000 conseillers financiers, y compris ceux d'environ 1 000 institutions et 580 sociétés de conseillers en investissement enregistrées à l'échelle nationale.
LPL Financial veranstaltete seine jährliche Konferenz für Programmmanager von Banken und Kreditgenossenschaften und zog über 150 Kunden aus seinem Geschäftsfeld Institutionen an. Die Veranstaltung hob einen Anstieg von 19% im Vergleich zum Vorjahr bei den Kundenvermögen aus dem Institutsbereich zum Ende des dritten Quartals hervor. Die Konferenz bot Sitzungen zur digitalen Transformation, Strategien zur Kundenbindung und Einblicke in nachhaltige Investitionen an. LPL Financial bedient über 23.000 Finanzberater, darunter solche von rund 1.000 Institutionen und 580 registrierten Anlageberatungsfirmen im ganzen Land.
- 19% year-over-year growth in institutional client assets in Q3
- Strong institutional presence with 1,000 financial institution partners
- Broad market reach with 23,000 financial advisors served
- None.
LPL executives share insight and support to help drive institution success
NEW ORLEANS, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC hosted its annual conference for bank and credit union program managers who run their financial institutions’ wealth management practices. Attended by more than 150 clients of LPL’s Institution Services business, the conference fosters innovation and collaboration among wealth management leaders.
“To further enhance stakeholder value, banks and credit unions increasingly recognize the benefit of offering clients and members sophisticated and personalized financial advisory services. That’s why we’re committed to pushing the boundaries and redefining what success looks like in wealth management,” said Ken Hullings, EVP, Institution Client Success at LPL Financial, in his opening comments. “We’re bringing our advanced technology and intuitive service to more than 1,000 financial institution partners. At the end of the third quarter of this year, client assets from our institutions channel were up
This year’s conference featured sessions on digital transformation, strategies for client engagement and the latest insights on sustainable investing.
“Our comprehensive program is designed to meet the diverse needs of institutions offering wealth management services,” added Christopher Cassidy, SVP, head of Institution Business Development at LPL Financial. “Customized service and advancements in technology contribute to the strength of our relationships, and we look forward to driving deeper relationships with their advisors and their clients.”
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Media Contact:
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