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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 piĆ¹ 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 qualitĆ e nella gestione di attivitĆ 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 identitĆ 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 mĆ”s de 200 sesiones informativas sobre temas que van desde la inteligencia artificial hasta la planificaciĆ³n patrimonial, y muestra la hoja de ruta estratĆ©gica de LPL para ayudar a los profesionales financieros a brindar excelentes asesorĆas y gestionar negocios prĆ³speros.
Entre los aspectos destacados se incluyen:
- Los activos totales de asesorĆa e intermediaciĆ³n de LPL aumentaron un 21% en comparaciĆ³n con el aƱo anterior, alcanzando $1.5 billones en el segundo trimestre de 2024
- La compaƱĆa presentĆ³ una identidad visual de marca actualizada
- Los oradores principales incluyen al medallista olĆmpico Apolo Ohno y al exjugador de la NFL Jon Dorenbos
LPL Financial atiende a mĆ”s de 23,000 asesores financieros y continĆŗa diferenciĆ”ndose gracias a un fuerte crecimiento, innovaciĆ³n y una gama completa de modelos de afiliaciĆ³n.
LPL źøģµ(Nasdaq: LPLA)ė ģėģģ“ź³ ģģ ģ°ė” Focus 2024 ģ»Øķ¼ė°ģ¤ė„¼ ź°ģµķģ¬ ģ ģøź³ģ ģ¼ė” ź±°ģ 9,000ėŖ ģ ģ°øģģė„¼ ėŖØģģµėė¤. ģ“ ķģ¬ė ģøź³µģ§ė„ģģ ģģ ź³ķģ ģ“ė„“źø°ź¹ģ§ ė¤ģķ ģ£¼ģ ė„¼ ė¤ė£Øė 200ź° ģ“ģģ ģøģ ģ¼ė” źµ¬ģ±ėģ“ ģģ¼ė©°, źøģµ ģ ė¬øź°ė¤ģ“ ė°ģ“ė ģ”°ģøģ ģ ź³µķź³ ģ±ź³µģ ģø ė¹ģ¦ėģ¤ė„¼ ģ“ģķ ģ ģėė” ģ§ģķźø° ģķ LPLģ ģ ėµ ė”ėė§µģ ģ ė³“ģ ėė¤.
ģ£¼ģ ė“ģ©ģ ė¤ģź³¼ ź°ģµėė¤:
- LPLģ ģ“ ģė¬ø ė° ģ¤ź° ģģ°ģ“ ģ§ėķ“ ėė¹ 21% ģ¦ź°ķģ¬ 2024ė 2ė¶źø°ģė 1.5ģ”° ė¬ė¬ģ ėė¬ķģµėė¤.
- ķģ¬ė ģ ė°ģ“ķøė ėøėė ė¹ģ£¼ģ¼ ģģ“ė“ķ°ķ°ė„¼ ź³µź°ķģµėė¤.
- ģ£¼ģ ģ°ģ¬ė”ė ģ¬ė¦¼ķ½ ė©ė¬ė¦¬ģ¤ķø ģķ“ė” ģ¤ė øģ ģ NFL ģ ģ ģ”“ ėė ė³“ģ¤ź° ķ¬ķØė©ėė¤.
LPL źøģµģ 23,000ėŖ ģ“ģģ źøģµ ģė“ģ¬ė„¼ ģ§ģķė©° ź°ė „ķ ģ±ģ„, ķģ ė° ė¤ģķ ģ ķ“ ėŖØėøģ ķµķ“ ģ°Øė³ķėź³ ģģµėė¤.
LPL Financial (Nasdaq: LPLA) a lancĆ© sa confĆ©rence annuelle Focus 2024 Ć San Diego, rĆ©unissant prĆØs de 9 000 participants pour l’un des plus grands rassemblements de conseillers financiers au monde. L’Ć©vĆ©nement propose plus de 200 sessions thĆ©matiques sur des sujets allant de l’intelligence artificielle Ć la planification de la succession, et met en avant la feuille de route stratĆ©gique de LPL pour aider les professionnels financiers Ć fournir d’excellents conseils et Ć diriger des entreprises prospĆØres.
Les points clƩs incluent :
- Les actifs totaux en conseil et courtage de LPL ont augmentĆ© de 21 % par rapport Ć l’annĆ©e prĆ©cĆ©dente pour atteindre 1,5 billion de dollars au deuxiĆØme trimestre 2024
- La sociƩtƩ a dƩvoilƩ une nouvelle identitƩ visuelle de marque
- Les confĆ©renciers principaux incluent le mĆ©daillĆ© 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 dĆ©marquer par une forte croissance, de l’innovation et une gamme complĆØte de modĆØles d’affiliation.
LPL Financial (Nasdaq: LPLA) hat seine jƤhrliche Focus 2024-Konferenz in San Diego erƶffnet und fast 9.000 Teilnehmer fĆ¼r eines der grƶĆten Treffen von Finanzberatern weltweit versammelt. Die Veranstaltung umfasst Ć¼ber 200 Workshops zu Themen von kĆ¼nstlicher Intelligenz bis hin zu Vermƶgensplanung und prƤsentiert LPLs strategischen Fahrplan zur UnterstĆ¼tzung von Finanzprofis, die hervorragende Beratung bieten und florierende Unternehmen fĆ¼hren mƶchten.
Zu den Hƶhepunkten gehƶren:
- Das Gesamtvolumen der Beratungs- und Brokerage-Vermƶgenswerte von LPL stieg im Vergleich zum Vorjahr um 21% auf 1,5 Billionen Dollar im zweiten Quartal 2024
- Das Unternehmen stellte eine aktualisierte visuelle IdentitƤt der Marke vor
- Die Hauptredner sind der Olympiamedaillengewinner Apolo Ohno und der ehemalige NFL-Spieler Jon Dorenbos
LPL Financial bedient Ć¼ber 23.000 Finanzberater und differenziert sich weiterhin durch starkes Wachstum, Innovation und ein vollstƤndiges Angebot an Partnermodellen.
Positive
- 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
Almost 9,000 attendees convene in San Diego for LPLās 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 LLCās 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. LPLās 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.
āWe 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,ā said Dan Arnold, president and chief executive officer, LPL Financial. āWe 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.ā
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 LPLās Evolution as a Leader in Wealth Management
LPL revealed here this week an update to the brandās visual identity. Featured prominently at the conference and on LPLās digital channels, including LPL.com, the new identity is designed with a modern look and approachable style that reflects the breadth of LPLās 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 LPLās 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 advisorsā 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 ā 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.
āFocus brings together a community grounded in one thing ā bringing the American Dream to life. Thatās a community of importance,ā said Matt Enyedi, managing director of client success, LPL Financial. āAt 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.ā
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.Ā 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 businessĀ theirĀ 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 āfinancial advisorsā and āadvisorsā 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.
Connect with Us!
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
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
FAQ
What is the Focus 2024 conference organized by LPL Financial (LPLA)?
Focus 2024 is LPL Financial’s annual flagship conference, one of the largest gatherings of financial advisors and industry influencers. It offers over 200 breakout sessions on various topics, networking opportunities, and insights into LPL’s strategic roadmap for helping financial professionals succeed.
How much did LPL Financial’s (LPLA) total advisory and brokerage assets grow in Q2 2024?
LPL Financial’s total advisory and brokerage assets increased 21% year-over-year to $1.5 trillion in Q2 2024.
What new developments did LPL Financial (LPLA) announce at Focus 2024?
LPL Financial unveiled an updated brand visual identity at Focus 2024, designed with a modern look and approachable style to reflect the breadth of LPL’s client-focused services and wealth management solutions.
How many financial advisors does LPL Financial (LPLA) serve as of 2024?
As of 2024, LPL Financial serves more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide.