Events

In this session, a panel of your advisor peers will give you strategies for running a successful financial planning practice. Join us to get tips and tricks for implementing planning and hear how your experienced peers leverage...

Learn about the tools and enhancements across the LPL advisory platforms that you can use to streamline your portfolio management process using models. We’ll discuss the available trading tools that can help you scale your appr...

Your Wealth Management Consultants can not only help you navigate LPL's advisory options, but also work with you to build a path to reach your growth goals. Whether you need help focusing on retention, client acquisition, or in...

Your clients are likely concerned about proposed tax hikes. Come to this session to understand what’s currently being proposed and what experts think will actually happen. Learn about: gifting strategies your clients should con...

How you can protect your clients from interest rate risk? In this session we’ll discuss: the potential impact of rising rates on traditional fixed income assets; simple annuity solutions to consider in this market; and LPL tool...

This breakout discusses the importance of assuring that trusts that are created as part of an estate plan are structured to carry out a client's wishes efficiently and effectively while minimizing future cost. It highlights sp...

Learn about recently launched innovative products and novel investment ideas that are resonating with clients today, including cryptocurrency-related investments, thematic portfolios and interval funds. With equity markets near...

Hear the Research team's market outlook for the rest of 2021 and beyond as they present the latest edition of their flagship Midyear Outlook publication. Hear the team's outlook for the U.S. economy, the policy environment, and...

In this session, you'll hear about common challenges you may be facing, including how to handle off-platform advisory assets, SEPs, SIMPLES, and non-ERISA 403(b) plans, and how you can solve for them. You'll also hear about how...

For advanced MWP users. With the recent enhancements, MWP is now a supersized platform with enhanced flexibility and control. Using the new flexible investment objectives feature and risk scoring, along with Advisor Sleeve, you...