LPL Financial Kicks Off Focus 2024, One of the Largest Gatherings of Financial Advisors in the World
August 11 2024 - 10:45AM
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 21%
year-over-year to $1.5 trillion in Q2 2024, LPL continues to
differentiate itself through strong growth, innovation and a full
suite of affiliation models that offers personalized solutions for
financial professionals. During Focus 2024, the company continues
to build on its momentum.
New Visual Identity Reflects LPL’s Evolution as a Leader
in Wealth ManagementLPL 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
EntertainIn 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 FinancialLPL 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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Media
Contact:Media.relations@LPLFinancial.com(402) 740-2047
Tracking # 614727
A photo accompanying this announcement is available at
https://www.globenewswire.com/NewsRoom/AttachmentNg/7b673a04-f020-43b5-8cf5-74397475e5e2
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