Responding to restrictions and health concerns related to COVID-19, LPL Financial said it will hold its annual Focus conference virtually, from Aug. 19 to 21. The conference was originally scheduled to take place from July 19 to 22 in Chicago.
LPL changed its format to allow the firm “to bring Focus to our advisers,” rather than the other way around, it said in a release.
LPL said that daily general sessions will be delivered virtually and feature LPL executive leadership discussing the future of the business and the industry, as well as keynote speakers Madeleine Albright and Colin Powell. Breakout sessions hosted by LPL and sponsors can also be streamed daily. The event will be free.
The virtual format creates the opportunity for support staff to attend, with “a unique content track being developed to suit their specific needs and interests,” the firm said in the release.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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