LPL Financial has launched a new affiliation model for high-net-worth-focused advisors. LPL Private Wealth Management is an employee model, and it aims to provide the resources and structure that a wirehouse advisor would typically have, at a higher payout. “We are launching LPL Private Wealth as an employee advisor affiliation model because we see a…
Tag: LPL
LPL launches new tax planning, outsourced CFO solutions for advisors
LPL Financial is empowering its advisors to retain tax planning business in-house rather than referring clients to external services – and to leverage an outsourced CFO in their business. The firm’s newest Tax Planning Service links advisors with LPL’s tax planning specialists to enable them to identify clients who would benefit from the service, provide…
LPL releases tax planning service for financial advisors
LPL Financial followed through on executives’ promises earlier this year to roll out tax planning services from the corporate office for the firm’s financial advisors. The newest subscription service from the firm’s Business Solutions unit provides advisory practices with tax professionals for any questions involving clients’ accounts, proposals for potential savings in customers’ portfolios and…