Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• LPL Financial's Cyber Fraud Guarantee - LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system. *Please see below for terms and customer obligations.
• Cybersecurity at LPL - Cybersecurity at LPL … and our commitment to our investors At LPL Financial, security is built into everything we do, and the protection of sensitive information is critical to our company’s continued success. Cybersecurity concerns are more prevalent than ever with cybercriminals constantly evolving and using different techniques to commit financial fraud. We understand the need to educate our financial professionals about these ever-changing threats.
• LPL Outlook 2025 - Pragmatic Optimism Looking back, 2024 clearly echoed many of the themes from the prior year. By and large, the economy continued to defy expectations and surprised once again to the upside. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over rising debt levels. As LPL Research looks to 2025, we’re cautiously optimistic. We’re cautious because no market environment is ever permanent, yet optimistic since constructive long-term technology trends are in place. Plus, potential tax policy and deregulation efforts in 2025 could provide some tailwinds. While growth asset returns are not expected to be as robust in 2025, the investment environment should prove to be favorable for investors. We leverage the expertise of the LPL Research leadership team, who identify potential risks and opportunities. For 2025, new fiscal and regulatory policies will need to be digested, and relatively rich valuations may get tested. For the time being, this backdrop favors a constructive, but also a conservative and balanced approach, when it comes to tactical stock and bond allocations. LPL Research is committed to supporting our financial advisors, our institutions, and their clients throughout every market cycle. We remain incredibly grateful for the confidence bestowed upon us.
• LPL Research - LPLResearch.com is the official Research blog of LPL Financial. LPL Financial houses one of the largest independent research teams in the industry. Our team of experienced analysts, strategists, and investment specialists deliver objective advice and insightful commentary in a simple, relatable way. LPL Research aims to serve as your financial advisor’s trusted partner, providing market guidance and investment solutions to help you pursue your goals. To accomplish this, the team is separated into groups that work together across several functions: performing high-quality due diligence, offering asset allocation advice, creating and managing portfolios, communicating our market and economic insights, and providing exceptional customer service. At LPL Research, we understand that investing is both a financial and emotional effort, and it can be difficult to cut through all the clutter. We keep a pulse on the global markets so that we can keep up with the rapid pace of change and make sure you feel informed and ready for what may lie ahead. We also strive to communicate our perspective in a way that’s not only timely and useful, but also engaging and relatable. We produce a variety of publications, charts, videos, blog posts, infographics, and podcasts (our newest addition!) to deliver our analysis and insights.
• LPL AccountView - You want information that’s up to the minute and easy to get, as fast as possible. We understand. That’s why we're pleased to offer you the digital convenience of Account View and e-Delivery—secure online access to your portfolio from any device, anytime, anywhere.
• WealthVision - LPL Financial Planning Software WealthVision powered by eMoney
• What is a CDFA professional? - The role of the CDFA is to assist the client and his/her lawyer to understand how the financial decisions he/she makes today will impact the client’s financial future. Learn more at the Institute for Divorce Financial Analysts.
• LPL Guide to Reading Your Statement - Your quarterly statements from LPL Financial are designed to provide a clear, comprehensive view of your investments. Inside each statement, you’ll find: §A summary of key information is presented first on statements. §Total values and important changes are highlighted up-front, followed by supporting details. §Charts and graphs help you understand your information at a glance. §Explanations and disclosures are written in plain, understandable language. § If you have questions, your financial professional’s phone number and contact information are on the very first page. In addition to your quarterly statement, LPL provides a comprehensive yearly statement—and generates a simplified statement in any month when there is qualifying activity in the account.