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BOSTON, July 27, 2015 (GLOBE NEWSWIRE) -- LPL Financial LLC, the nation's largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that more than 7,000 independent financial advisors, home office staff and guests are expected to attend Focus 2015, the firm’s annual meeting of independent professionals from across the country from July 26 to 29 in Boston.
Focus 2015 marks its 25th year as a premier gathering of industry professionals, bringing together LPL-affiliated advisors and bank and credit union program managers, along with their staff and guests. LPL product sponsor firms and LPL employees also attend and participate in the conference.
“This year’s record-breaking conference attendance reflects the continuing appeal of the independent model,” said Mark Casady, LPL Financial chairman and CEO. “Focus provides us with an ideal opportunity to engage with our clients and further demonstrate the power of their affiliation with LPL.”
Conference attendees will hear valuable insights from top LPL executives, including: Casady, President Dan Arnold, Chief Investment Officer Burt White and Chief Information Officer Victor Fetter, as well as several invited keynote speakers. Attendees are also invited to attend panel discussions and breakout sessions covering a range of topics, including: technology and tools, practice management, succession planning and research, as well as to participate in networking sessions with colleagues and engage with more than 100 sponsors in the exhibitor hall. Conference registration is open to all LPL-affiliated independent financial advisors as well as institutions supported by LPL’s institution services platform.
New additions to this year’s conference include:
Daily conference highlights include:
In addition, attendees were invited to participate in pre-conference events on Sunday, July 26, including:
*Based on total revenues, Financial Planning magazine, June 1996-2015
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC
Guest speakers at this event are not affiliated with LPL Financial.
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