Topics include artificial intelligence, behavioral finance, estate planning, client segmentation and marketing. Some of the event’s keynote speakers are Olympic medalist Apolo Ohno and former NFL Super Bowl champion Jon Dorenbos, who also was a two-time Pro Bowler.
A registration desk for LPL Financial’s Focus event at the San Diego Convention Center on Aug. 11, 2024“We are thrilled to gather in San Diego for the largest Focus event in LPL history … ,” President and CEO Dan Arnold said in a statement. “We are investing back into our winning model to create unprecedented flexibility in how advisors affiliate” with the firm.
Last week, LPL Financial recruited Houston-based advisor Alberto Francis to its high-net-worth-focused employee affiliation model from Bank of America Private Bank. Francis’ move came about two months after LPL recruited its first advisors to the new HNW channel — which was launched in November — in Oklahoma City.
The independent broker-dealer’s advisor headcount was 23,462 as of June 30— up 1,520 from a year ago and 578 from the first quarter of 2024. Its total advisory and brokerage assets were $1.5 trillion at the end of the second quarter, up 21% from Q2’23.
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