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LPL Offers Succession Planning Program to Outside Advisors

Friday, Sep 29 2023
Practice Management
Written by  PFA News

LPL Financial has opened its Liquidity & Succession program to external advisors. So reports Think Advisor.

LPL“Advisors who are nearing retirement are paired with other, philosophically aligned, independent advisors to help provide clients with a similar experience and seamless transition," Jared Fingeret, senior vice president of Liquidity & Succession, Strategic Programs at LPL, said in a statement.

Rolled out internally as a test last year, the program will probably help draw more advisors to LPL, a spokesperson told Think Advisor.

Read the full article from Think Advisor.

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