LPL launches expanded high-net-worth services
Other - FEBRUARY 21, 2024

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LPL launches expanded high-net-worth services

by Released

LPL Financial, the San Francisco-based wealth-management firm, has announced the launch of its expanded High-Net-Worth Services from LPL Business Solutions. This new offering empowers LPL’s more than 22,000 financial advisors in delivering an elevated experience and personalized guidance to high-net-worth clients who require sophisticated approaches to manage, safeguard and deploy their wealth.

Earlier this month, Cerulli reported that investable assets held by high-net-worth households have ballooned by more than $23 trillion since 2011. As these investors continue to accumulate wealth, transition assets and define their legacies, LPL Financial recognizes the importance of providing comprehensive support to advisors who serve this market.

“Our High-Net-Worth Services are delivered by a dedicated team of subject matter experts with deep experience across domains that high-net-worth clients need, helping ensure advisors receive the top-tier support to meet their cli

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