Your source for advisor stories, LPL news and insights, and tips for your practice.


Transition Appropriate Clients to Advisory with LPL Proposal Tool and Meeting Manager

LPL now offers you access to two key pieces of technology that directly address these two challenges – the LPL Proposal Tool and Meeting Manager. We’ll explain how these tools can help you transition appropriate clients to advisory, while helping to grow and streamline your practice.

Insider: Your Top ScheduleOnce Questions Answered

In order to help you figure out how ScheduleOnce can help you, we present the top 10 most frequently asked questions about ScheduleOnce.

Insider: LPL Advisor Promise

Our mission is to take care of you, so you can take care of your clients. The LPL Advisor Promise illustrates some different ways you can see that mission come to life each day, in the unique experience you receive as an LPL advisor.


LPL advisor stories on how they run their practice, their way

Dialogue on business best practices and tools for success

LPL news and stories to keep you in-the-know

Tips to help you best leverage tools and processes

Insights on LPL strategy, priorities, and improvements for your business

Interviews with LPL leaders and partners on hot topics

LPL Research discusses this week’s market news and trends

LPL Research talks trends in the market for you and your clients

Timely updates from LPL leaders and partners

Digest of the latest stories out of LPL Newsroom

LPL employees and advisors share great stories on culture

Roundtable discussions among advisors on what matters to them

Thought leadership ideas from LPL

Premier annual conference for LPL advisors

The week’s market outlook from LPL Research

Insights from LPL’s partners across the industry