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Resource White Paper: Success Without Limits

LPL's white paper, Success Without Limits, will help you understand the various options and considerations for choosing the right partner.

Resource Four Drivers of a Strong Muni Portfolio

Look behind the curtain and see how our fixed-income experts determine which municipals offer the greatest potential. With this proven approach to effective muni selection, you can help strengthen your clients’ portfolios in any market.

Resource Research Shows Two Simple Screens Can Enhance a Portfolio

Our research shows that two screens have helped achieve better outcomes - low expenses and high manager ownership. Funds sharing these two characteristics have tended to outpace market indexes and the broader universe of active managers over time.

Resource Improved Pricing for Advisor VUL

Effective July 1, 2015, Ameritas will reduce expenses in the Ameritas Advisor VUL--the company's low-cost Variable Universal Life (VUL) insurance policy designed for fee-based and fee-only advisors.

Resource Focus on Active vs. Passive

This collection of articles from IMCA's Investments & Wealth Monitor focus on after-tax returns of active and passive funds, choices in active and passive, and a factor analysis of passive and fundamental index investing.

Resource White Paper: The Hybrid RIA Advantage

Combined fee-based and commission-based businesses are on the rise. See how this adaptable model offers flexibility, while helping you maximize opportunities with access to a broad array of investment products.

Resource Commit To Building A Great Succession Plan Today

In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.

Resource re-thinking risk: the new alpha rules

New investor attitudes toward risk call for a new approach by advisers. Download this whitepaper to discover financial options you might have ignored in the past.

Resource Find the education program that best suits your needs!

This 4-question tool is designed to help you discover the path to a financial planning credential that can take your career to the next level. Depending on your answers, you may have several options or a single program that is a perfect fit for your individual needs.

Resource Download Embracing The Social Network

To learn what social media experts in the industry do differently, and how you can apply these principles to your practice, download LPL's white paper, Embracing the Social Network.

Resource RIA Technology Integration: The True Opportunity Cost of Inefficiency

Examine the impact that integrated technology and outsourcing can have on an RIA's operational efficiency and ability to compete in today's marketplace.

Resource Get The Most From Your Practice

Finding the right balance between your personal and professional life is essential at finding individual happiness and business success. Download our latest white paper on life management and see how balanced your practice is.

Event XY Planning Network 2015 National Conference

September 15, 2015- September 17, 2015 | The Westin Charlotte, Charlotte , NC

Event FPA’s Annual Conference 2015

September 26, 2015- September 28, 2015 | Boston Convention & Exhibition Center, Boston, MA

Event Morningstar® ETF Conference

September 29, 2015- October 01, 2015 | , Chicago, IL

Event NAPFA Annual Fall Conference

October 20, 2015- October 23, 2015 | JW Marriott, Indianapolis, IN

Professional Library Regulatory Oversight of Investment Advisors

From The Investment Advisor’s Guide to Compliance

Professional Library Selected Provisions of the American Taxpayer Relief Act of 2012

From 2013 Tax Facts

Professional Library Advertising Advisor Services and Credentials

From The Investment Advisor’s Guide to Compliance

Professional Library Agency and Principal Transactions

From The Investment Advisor’s Guide to Compliance

Professional Library Anti-Fraud Provisions of the Investment Advisers Act

From The Investment Advisor’s Guide to Compliance

Professional Library Best Practices for Working with Senior Investors

From The Investment Advisor’s Guide to Compliance

Professional Library Books and Records Rule

From The Investment Advisor’s Guide to Compliance

Professional Library Health Insurance: Health and Medical Savings Accounts

From 2013 Tax Facts

Professional Library Long Term Care Insurance: Premiums

From 2013 Tax Facts

Professional Library Annuities: Variable Annuities

From 2013 Tax Facts

Professional Library Annuities: Estate Tax

From 2013 Tax Facts

Webcast The Great Asset Allocation Debate

May 07, 2015

CE July 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE June 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE May 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE April 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE March 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE February 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE January 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE December 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE November 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE October 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE September 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Professional Library

Cafeteria Plans

From 2013 Tax Facts

CE

August 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Sponsor Showcase

Franklin Templeton - Global Investing Insights

The world has gotten smaller, and advisors in the U.S. are more aware than ever of how economic and political events overseas impact their portfolios.

Visit Global Investing Insights for actionable insights to help you make better global investment decisions.

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