LPL Financial Kicks Off Focus 2024, One of the Largest Gatherings of Financial Advisors in the World
LPL Financial (Nasdaq: LPLA) kicked off its annual Focus 2024 conference in San Diego, bringing together nearly 9,000 attendees for one of the largest gatherings of financial advisors worldwide. The event features over 200 breakout sessions on topics ranging from artificial intelligence to estate planning, and showcases LPL's strategic roadmap for helping financial professionals deliver great advice and run thriving businesses.
Highlights include:
- LPL's total advisory and brokerage assets increased 21% year-over-year to $1.5 trillion in Q2 2024
- The company unveiled an updated brand visual identity
- Keynote speakers include Olympic medalist Apolo Ohno and former NFL player Jon Dorenbos
LPL Financial serves over 23,000 financial advisors and continues to differentiate itself through strong growth, innovation, and a full suite of affiliation models.
LPL Financial (Nasdaq: LPLA) ha dato inizio alla sua conferenza annuale Focus 2024 a San Diego, riunendo quasi 9.000 partecipanti per uno dei più grandi eventi di consulenti finanziari a livello mondiale. L'evento presenta oltre 200 sessioni di approfondimento su temi che spaziano dall'intelligenza artificiale alla pianificazione patrimoniale, e mette in evidenza il roadmap strategico di LPL per supportare i professionisti finanziari nella fornitura di consigli di alta qualità e nella gestione di attività prosperose.
Tra i punti salienti vi sono:
- Gli attivi totali in consulenza e intermediazione di LPL sono aumentati del 21% rispetto all'anno precedente, raggiungendo 1,5 trilioni di dollari nel secondo trimestre del 2024
- L'azienda ha presentato una nuova identità visiva per il marchio
- I relatori principali includono il medagliato olimpico Apolo Ohno e l'ex giocatore di NFL Jon Dorenbos
LPL Financial serve oltre 23.000 consulenti finanziari e continua a distinguersi attraverso una forte crescita, innovazione e una gamma completa di modelli di affiliazione.
LPL Financial (Nasdaq: LPLA) dio inicio a su conferencia anual Focus 2024 en San Diego, reuniendo a casi 9,000 asistentes para uno de los mayores encuentros de asesores financieros a nivel mundial. El evento cuenta con más de 200 sesiones informativas sobre temas que van desde la inteligencia artificial hasta la planificación patrimonial, y muestra la hoja de ruta estratégica de LPL para ayudar a los profesionales financieros a brindar excelentes asesorías y gestionar negocios prósperos.
Entre los aspectos destacados se incluyen:
- Los activos totales de asesoría e intermediación de LPL aumentaron un 21% en comparación con el año anterior, alcanzando $1.5 billones en el segundo trimestre de 2024
- La compañía presentó una identidad visual de marca actualizada
- Los oradores principales incluyen al medallista olímpico Apolo Ohno y al exjugador de la NFL Jon Dorenbos
LPL Financial atiende a más de 23,000 asesores financieros y continúa diferenciándose gracias a un fuerte crecimiento, innovación y una gama completa de modelos de afiliación.
LPL 금융(Nasdaq: LPLA)는 샌디에이고에서 연례 Focus 2024 컨퍼런스를 개최하여 전 세계적으로 거의 9,000명의 참석자를 모았습니다. 이 행사는 인공지능에서 상속 계획에 이르기까지 다양한 주제를 다루는 200개 이상의 세션으로 구성되어 있으며, 금융 전문가들이 뛰어난 조언을 제공하고 성공적인 비즈니스를 운영할 수 있도록 지원하기 위한 LPL의 전략 로드맵을 선보입니다.
주요 내용은 다음과 같습니다:
- LPL의 총 자문 및 중개 자산이 지난해 대비 21% 증가하여 2024년 2분기에는 1.5조 달러에 도달했습니다.
- 회사는 업데이트된 브랜드 비주얼 아이덴티티를 공개했습니다.
- 주요 연사로는 올림픽 메달리스트 아폴로 오노와 전 NFL 선수 존 도렌보스가 포함됩니다.
LPL 금융은 23,000명 이상의 금융 상담사를 지원하며 강력한 성장, 혁신 및 다양한 제휴 모델을 통해 차별화되고 있습니다.
LPL Financial (Nasdaq: LPLA) a lancé sa conférence annuelle Focus 2024 à San Diego, réunissant près de 9 000 participants pour l'un des plus grands rassemblements de conseillers financiers au monde. L'événement propose plus de 200 sessions thématiques sur des sujets allant de l'intelligence artificielle à la planification de la succession, et met en avant la feuille de route stratégique de LPL pour aider les professionnels financiers à fournir d'excellents conseils et à diriger des entreprises prospères.
Les points clés incluent :
- Les actifs totaux en conseil et courtage de LPL ont augmenté de 21 % par rapport à l'année précédente pour atteindre 1,5 billion de dollars au deuxième trimestre 2024
- La société a dévoilé une nouvelle identité visuelle de marque
- Les conférenciers principaux incluent le médaillé olympique Apolo Ohno et l'ancien joueur de la NFL Jon Dorenbos
LPL Financial sert plus de 23 000 conseillers financiers et continue de se démarquer par une forte croissance, de l'innovation et une gamme complète de modèles d'affiliation.
LPL Financial (Nasdaq: LPLA) hat seine jährliche Focus 2024-Konferenz in San Diego eröffnet und fast 9.000 Teilnehmer für eines der größten Treffen von Finanzberatern weltweit versammelt. Die Veranstaltung umfasst über 200 Workshops zu Themen von künstlicher Intelligenz bis hin zu Vermögensplanung und präsentiert LPLs strategischen Fahrplan zur Unterstützung von Finanzprofis, die hervorragende Beratung bieten und florierende Unternehmen führen möchten.
Zu den Höhepunkten gehören:
- Das Gesamtvolumen der Beratungs- und Brokerage-Vermögenswerte von LPL stieg im Vergleich zum Vorjahr um 21% auf 1,5 Billionen Dollar im zweiten Quartal 2024
- Das Unternehmen stellte eine aktualisierte visuelle Identität der Marke vor
- Die Hauptredner sind der Olympiamedaillengewinner Apolo Ohno und der ehemalige NFL-Spieler Jon Dorenbos
LPL Financial bedient über 23.000 Finanzberater und differenziert sich weiterhin durch starkes Wachstum, Innovation und ein vollständiges Angebot an Partnermodellen.
- Total advisory and brokerage assets increased 21% year-over-year to $1.5 trillion in Q2 2024
- LPL Financial serves over 23,000 financial advisors, including advisors at approximately 1,000 institutions
- The company is investing in creating unprecedented flexibility in advisor affiliation models and developing capital solutions for advisors
- None.
Almost 9,000 attendees convene in San Diego for LPL’s flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses
SAN DIEGO, Aug. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC’s annual flagship conference, Focus 2024, kicked off today at the San Diego Convention Center, the beginning of three dynamic days of learning and networking for financial professionals and institutions of all types and sizes. LPL’s Focus conference, one of the largest in-person gatherings of financial advisors and industry influencers, brings together curated content from leading wealth management professionals, fintech partners and investment services providers.
Focus attendees gain insights into LPL's strategic roadmap aimed at helping financial professionals and institutions deliver great advice and run thriving businesses. The agenda is packed with more than 200 breakout sessions on topics ranging from artificial intelligence, alternative investments and behavioral finance to estate planning, succession planning and client segmentation for personalized marketing. An expansive conference expo offers practical demonstrations of cutting-edge technology and resources provided by LPL Financial Home Office teams and over 130 sponsoring partners.
“We are thrilled to gather in San Diego for the largest Focus event in LPL history. We define our success through the success of more than 23,000 financial advisors, including advisors at more than 1,000 institutions,” said Dan Arnold, president and chief executive officer, LPL Financial. “We are investing back into our winning model to create unprecedented flexibility in how advisors affiliate with LPL, build unparalleled capabilities that empower advisors to provide great advice to their clients and run thriving businesses, and to develop a portfolio of capital solutions that will help advisors traverse the lifecycle of their businesses. By harmonizing these crucial elements, we are creating the best place in the market for advisors and institutions to achieve success.”
With total advisory and brokerage assets increasing
New Visual Identity Reflects LPL’s Evolution as a Leader in Wealth Management
LPL revealed here this week an update to the brand’s visual identity. Featured prominently at the conference and on LPL’s digital channels, including LPL.com, the new identity is designed with a modern look and approachable style that reflects the breadth of LPL’s client-focused services and wealth management solutions that serve advisors, institutions and their end-clients.
Engaging Keynotes Take the Stage to Inspire and Entertain
In addition to LPL’s mainstage updates, attendees will hear from eight-time Olympic medalist Apolo Ohno, whose journey of reinvention and mission-driven approach to life is sure to inspire advisors’ business goals and individual endeavors. Jon Dorenbos, former NFL Super Bowl champion and two-time Pro Bowler, will share his story of adversity and the importance of discipline, teamwork and perseverance — while demonstrating his skills as a world-class magician. Attendees will wrap up their memorable Focus experience with a private concert at the stunning Rady Shell, a waterfront venue overlooking the San Diego Bay.
“Focus brings together a community grounded in one thing — bringing the American Dream to life. That’s a community of importance,” said Matt Enyedi, managing director of client success, LPL Financial. “At this remarkable gathering, we get the opportunity to elevate financial professionals and advance an entire industry by sharing insights and experiences that are then infused in the work we all do to take care of clients every day.”
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL 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. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
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.
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