Bank insurance

LPL Financial recognized for its technological innovation by the Bank Insurance & Securities Association

LPL Financial Holdings, Inc.

CHARLOTTE, NC, March 22, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced today that the company has received a 2022 Technology Innovation Award from the Bank Insurance & Securities Association (BISA ) for its exclusive solution, Meeting Director.

“The best innovation happens when we listen to our customers and create solutions to overcome the challenges and obstacles they face in their businesses,” said Kirby Horan-Adams, LPL Financial’s executive vice president, Institution Business Strategy. “We know that one of the most critical, and often most limited, assets of advisors is their time. With Meeting Manager, we were able to give advisors time back in their day by simplifying meeting preparation so they can focus on more meaningful conversations with customers. »

Meeting Manager is designed to help eliminate the friction of meeting preparation by streamlining the workflow process and reducing related administrative tasks to create more time in an advisor’s day. With Meeting Manager, a click of a button will assemble documents across multiple systems into a package that advisors can then customize for their next meeting. The tool was launched to all advisors and institutions in 2021 and is integrated directly into ClientWorks, LPL’s existing advisor workstation.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, approximately 800 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.

* Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2021); #1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliates provide financial services only from the United States.

Securities and advisory services offered by LPL Financial LLC, an SEC-registered broker-dealer and investment adviser. FINRA/ SIPC member.

Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

LPL Financial and BISA are separate entities.

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