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Actionable Advice, Value-added Services

LPL Financial Research provides both direct investment advice and general economic and market analysis. The former is designed to ensure that your strategic decision-making benefits from a sound, empirical foundation. The latter serves to brief you on trends and developments, enhancing your perspective and providing you with communication tools you can use directly with clients and prospects.

LPL Financial Research services cover capital market conditions and opportunities in a variety of ways relevant to your practice.

LPL Financial Research:

  • Powers the fully integrated portfolio solutions in the Personal Wealth, Optimum Annuity, Optimum Market and Model Wealth Portfolios platforms
  • Underlies model and manager recommendations available through the Strategic Asset Management and Manager Select platforms
  • Provides you with information-rich materials, including educational modules and pre-approved materials ready for use with your clients

You can also leverage the team’s analysis and recommendations as well as third-party research on specific asset classes and securities in order to supplement your knowledge and insight for any portfolios you manage directly.