11-1-13 9:18 AM EDT | Email Article

BOSTON, Nov. 1, 2013 (GLOBE NEWSWIRE) -- via PRWEB - LPL Financial LLC, the nation's largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), has announced its "Top Partners" awards for 2013. The awards were given at The Annual LPL Financial Sponsor Forum to eleven firms that have provided outstanding support to LPL Financial advisors.

Now in its sixth year, the Sponsor Forum brings together LPL's leading product partners to share its strategic vision and plans for the coming year, in relation to partnership opportunities in support of LPL's more than13,500 financial advisors. The forum also shines a light on the asset managers and insurance companies that were LPL's most noteworthy partners during the current year.

The theme of this year's event, which was held at the Parker House in Boston, MA, was, "The Future of Partnership." LPL senior management detailed the strategic direction of the firm during an afternoon session and the awards were given following an evening dinner.

LPL executives in attendance included Mark Casady, Chairman & CEO; Dan Arnold, Chief Financial Officer; Victor Fetter, Managing Director and Chief Information Officer; Joan Khoury, Managing Director and Chief Marketing Officer; and Burt White, Managing Director and Chief Investment Officer. Mr. Arnold opened the forum with a presentation on LPL's vision for the future, working together with essential business partners. This was followed by a presentation by Mr. Fetter on the role of technology in LPL's partnership relations, and by a speech by Ms. Khoury on the potential of social media in support of these relationships.

"We're fortunate to be working with partner firms that regularly go above and beyond in terms of the quality of products and level of service they deliver, to LPL Financial and to our entire advisor network of more than13,500 advisors," noted Brad Cornell, LPL Financial Senior Vice President of Sponsor Relations. "The relations we have forged with our essential business partners provide our financial advisors with an amazingly valuable and abundant resource. All the partners here at our annual Sponsor Forum are critical to helping LPL meet the expectations of our advisors in 2014 and beyond."

Awards and honorees for 2013 included the following:

  • Mutual Funds - Account Manager of the Year: Kevin Healy, Oppenheimer Funds
  • Annuities - Account Manager of the Year: Lynda Lee, SunAmerica
  • Alternative Investments - Account Manager of the Year: Christine Petersen, Cole Capital
  • Retirement - Account Manager of the Year: Angela Achatz, Ivy Funds
  • Retirement Partner of the Year: Ascensus
  • Sales Partner Firm of the Year: Franklin Square
  • Marketing Partner of the Year: SunAmerica
  • Innovator of the Year: Lincoln Financial
  • New Product of the Year: Central Park Group
  • Insurance Partner of the Year: Prudential
  • Sponsor of the Year: Oppenheimer

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC

LPL Financial and its Product Sponsor partners are not affiliated entities.

Connect with Us!


Listen: LPL Financial On The Air


This article was originally distributed on PRWeb. For the original version including any supplementary images or video, visit http://www.prweb.com/releases/2013/11/prweb11291164.htm

CONTACT: LPL Financial
         Tony Vignieri
         +1 (858) 249-8223
GlobeNewswire, Inc. 2013
Add a Comment

News   More...

Securities related to this article
LPL Financial Holdings Inc View lpla Stock Quote
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar

Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Content Partners
Morningstar - 2013/11/1 - LPL Financial Bestows "Top Partners" Awards for 2013 at its Sixth Annual Sponsor Forum
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Author |  Collection |  Interest |  Popularity

Previous: LPL Financial Announces Third Quarter 2013 Earnings Release Date and Conference Call  |  Next: LPL Financial Completes Its Inaugural "Lift People Locally" Internship Program