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LPL Financial Research

Whether you are seeking a fully integrated investment solution, a recommended asset allocation plan or unbiased analysis and recommendations of traditional or alternatives managers, LPL Financial Research works continuously to help you interpret and adjust to the latest developments in the world’s capital markets.

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

  • As the industry’s leading independent brokerage firm*, LPL Financial 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

  • The breadth of LPL Financial research coverage – mutual funds, separate accounts, fixed income, Exchange Traded Funds, alternative investments, variable annuities sub-accounts and more – reflects a focus on meeting the needs of you and your clients, rather than “pushing product” or moving inventories of securities

  • Your independent practice benefits from the research efforts of more than 30 investment professionals, all devoted to helping you produce better results

  • The LPL Financial analysis, advice and reports are designed to enable you to spend more time with your clients and prospects and less time conducting your own research

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
Building and Managing Service Offerings
LPL Financial Research Platforms

* As reported in Financial Planning magazine June 1996-2007, based on total revenue.