The firm outlined enhancements across investment management, alternatives, lending and high-net-worth services at Focus 2026 conference, as it seeks to broaden advisors’ wealth management capabilities.
LPL Financial Holdings (LPL) outlined a range of enhancements to its wealth management platform at its Focus 2026 conference in San Diego, as the firm seeks to expand the planning, investment and lending capabilities available to advisors and their clients. LPL said assets on its Model Wealth Portfolios platform have surpassed US$200 billion LPL's c hief executive officer Rich Steinmeier said the firm is focused on helping advisors provide more personalised advice across a client’