LPL Financial, a wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisers from across the country, for its flagship annual conference Focus 2025 at the San Diego Convention Center.
Greg Gates, chief technology and information officer, explained how technology is central to — and rapidly evolving within — wealth management, requiring firms and advisers to adopt a tech-forward approach to meet client expectations. “Technology is no longer just an enabler — it’s a strategic partner in delivering better outcomes for advisors and their clients,” Gates noted.
Aneri Jambusaria, chief wealth officer, emphasized the importance of personalized, client-centered wealth management supported by LPL’s extensive expertise and tools. “It’s not enough for advice to be good,” noted Jambusaria. “It needs to be great — driving exceptional alpha, demonstrating the highest expertise and enabled by wealth tools and solutions that
