Nearly 9,000 attendees came to San Diego for LPL’s flagship conference, an annual collaboration and connection to help advisors serve America’s investors and run thriving businesses.
SAN DIEGO, Aug. 11, 2024 (GLOBE NEWSWIRE) — LPL Financial (NASDAQ: ) LLC’s annual flagship conference, Focus 2024, kicked off today at the San Diego Convention Center, the start of three dynamic days of learning and networking for finance. professionals and institutions of all types and sizes. The LPL Focus Conference, one of the largest in-person gatherings of financial advisors and industry influencers, brings together curated content from wealth management professionals, fintech partners and investment service providers.
Focused participants gained insight into LPL’s strategic roadmap that aims to help financial professionals and institutions provide sound advice and run thriving businesses. The agenda is packed with more than 200 breakout sessions on topics from artificial intelligence, alternative investments and behavioral finance to estate planning, succession planning and client segmentation to personalized marketing. The expansive conference expo offers hands-on demonstrations of cutting-edge technology and resources provided by the LPL Financial Home Office team and more than 130 sponsor partners.
We’re excited to gather in San Diego for the biggest Focus event in LPL history. We define 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’re reinvesting in our winning model to create unprecedented flexibility in how advisors affiliate with LPL, build unparalleled capabilities that empower advisors to provide great advice to clients and run growing businesses, and expand our portfolio of solutions capital that will help advisors pass. their business life cycle. By harmonizing these essential elements, we create the best place in the market for advisors and institutions to succeed.
With total advisory and brokerage assets increasing 21% annually to $1.5 trillion in Q2 2024, LPL continues to differentiate itself through strong growth, innovation and a comprehensive affiliate model that offers specialized solutions for financial professionals. During Focus 2024, the company continues to build momentum.
New Visual Identity Reflects LPL’s Evolution as a Leader in Wealth Management
LPL announced here this week an update to the brand’s visual identity. Featured prominently across LPL’s conferences and digital channels, including LPL.com, the new identity is designed with a modern look and approachable style that reflects the breadth of client-focused services and wealth management solutions LPL offers advisors, institutions and end-users. – the client.
Engaging Keynotes Take the Stage to Inspire and Entertain
In addition to LPL’s main stage updates, attendees will hear from eight-time Olympic medalists Apolo Onowhose journey of reinvention and mission-driven approach to life is sure to inspire business goals advisors and individual efforts. 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. The audience will wrap up the memorable Focus experience with a private concert at the stunning Rady Shell (LON:) , a waterfront venue facing San Diego Bay.
Focusing on bringing together a community based on one thing “creates the American Dream. It’s a community that matters,” said Matt Enyedi, director of client success, LPL Financial. In this extraordinary meeting, we have the opportunity to elevate financial professionals and advance the entire industry by sharing insights and experiences that we then apply to the work we do to take care of our 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 it serves, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisory firms nationwide. We are firm in our commitment to the advisor-mediated model and believe that Americans deserve access to personal guidance from financial professionals. At LPL, independence means that advisors and institutional leaders have the freedom they deserve to choose business models, services and technological 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 client relationships, because they know their clients best. Simply put, we take care of advisors and institutions, so we can take care of our clients.
Securities and Advisory Services offered through LPL Financial LLC (“LPL Financial”), our registered investment advisor. Member of FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms financial adviser and adviser are used to refer to the registered representative and/or representative of the investment adviser in connection with LPL Financial.
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Photos accompanying this announcement are available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7b673a04-f020-43b5-8cf5-74397475e5e2
