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LPL Financial Research

LPL

Financial Research

strives to deliver outstanding investment performance and service. We aim to provide comprehensive research and advice for all advisors affiliated with LPL Financial. We hope to be a key resource and component of your investment decision making. Our goal is to be viewed as an industry leader in: the advice we deliver (areas, products), how we package our advice (platforms, models, themes), and how we disseminate it (communications).

The role of LPL Financial Research is to provide conflict-free, objective, timely, actionable investment research and advice. Specifically, our team:

  • Recommends tactical and strategic asset allocation positioning and investment vehicle usage
  • Supports all investment platforms with recommendations, analytics and ongoing due diligence
  • Provides you and your clients with informational pieces and campaigns to help you better understand investment vehicles, markets and portfolio performance

LPL Financial Research leaves you confident that its recommendations and findings are the product of an experienced, proven and objective partner.

  • LPL Financial Research has no proprietary products to sell, no investment banking relationships to promote nor any other business conflicts to get in the way of providing you with unbiased recommendations. Our compensation is not tied to any revenue-sharing arrangements, but instead to the performance of our recommended models and investments.
  • Your independent practice benefits from the research efforts of a dedicated team of investment professionals, all devoted to helping you produce better results. We empower you to understand changes in the financial landscape while giving you the option to outsource the more time-consuming aspects of investment research to us.
We are confident that our Research offerings will help you to:
  • Differentiate your practice
  • Enhance your profitability
  • Improve client satisfaction

Learn more by clicking on the links below:

The LPL Financial Research Team
Actionable Advice, Value-added Services
Leveraging Research and Guidance
Manager Selection and Monitoring

* As reported in Financial Planning magazine June 1996-2009, based on total revenue.