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Actionable Advice, Value-added Services

LPL Financial Research combines direct investment actionable advice with the same service-oriented philosophy that all of LPL Financial provides to its independent advisors. Coming in the form of one-on-one support, pre-approved client-facing reports, conference calls, daily market perspectives, and other value-added services, these are resources you can use to build and maintain relationships with your clients and services on which you can rely.

Information Rich Materials

We know that, while it's great for you to have access to economic and investment analysis, it's even more important that you can share it easily with clients. Our publications and investment guidance can serve as tangible evidence to your clients of the expertise you can draw upon and help you maintain and monitor client portfolios. These timely publications, client letters or client-focused campaigns cover topics, such as:

  • Asset allocation, sector views, asset classes, opportunistic investment opportunities, managers and performance
  • The current market environment, the economic landscape, impactful government policies and geopolitical events

Examples of publications include: Weekly Market Commentary, Weekly Economic Commentary, Bond Market Perspectives, 2009 Outlook, and Sector Strategy.

ASK Research - Accurate, Swift, Knowledgeable

We have a dedicated team of research professionals ready to address your market and investment advice questions. You can access this team directly on the phone or by email and keep up-to-date with analyst views via the Research Blog Spot. ASK Research is committed to providing assistance when you need it to help you make informed investment decisions for your clients.

Conference Calls

Research offers the Daily Research Morning Call and a series of manager, equity and fixed income perspectives throughout the year. These calls are designed to:

  • Provide you with timely and actionable insights
  • Arm you with topical comments to share with your clients on the economy, markets, managers and portfolio construction
  • Offer a great opportunity to keep up to date on recent recommendation changes, market trends and participate in live Q&A with the research analysts

Third Party Research Support

LPL Financial has partnered with several industry leading third-party research providers to offer you additional research tools to supplement your knowledge and insight for any portfolios you manage directly. These providers offer thorough research and insightful analysis that may be used independently or in conjunction with LPL Financial Research