LPL Financial launches new services for high-net-worth investors

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.

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Feb 20, 2024

1 year ago

LPL Financial is launching expanded services for high-net-worth investors.

Since 2011, overall investable assets held by such households have grown to more than $23 trillion — a market that the firm seeks to capture.

LPL Business Solutions' services for high-net-worth investors include specialized planning for taxes, estate and philanthropic planning, and customized portfolio construction.

“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 advisers receive the top-tier support to meet their client’s unique needs,” said Jen Hollers, LPL Financial's senior vice president of planning and advice services.

Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.