ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale

SAN DIEGO, Aug. 13, 2025 (GLOBE NEWSWIRE) -- At the third and final day of Focus 2025, LPL Financial LLC, a leading wealth management firm, highlighted its bold new brand platform, anchored by the question “What if you could?,” signaling a transformative shift in how the firm supports advisors and positions itself within the broader wealth management industry.

The morning kicked off with President and Chief Financial Officer Matt Audette and included a surprise appearance by actor Anna Kendrick, who stars in the company’s recently launched brand campaign. Kendrick took the stage alongside Chief Client Officer Matt Enyedi and Chief Marketing and Communications Officer Christa Carone carrying the signature “greener grass” and inviting advisors to explore possibility at every turn. A live closing keynote from world-renowned mentalist Lior Suchard helped bring LPL’s fundamental question, “What if you could?” to life for attendees.

Audette highlighted significant operational enhancements that power the service advisors provide to their clients. From streamlining workflows to automating key processes, he noted investments to upgrade trade processing, asset handling and proposal tools — reducing friction and improving efficiency.

“We’re running right toward your biggest problems — and finding solutions,” said Audette.

Noting that the company is investing in its brand to be an asset for all advisors, Carone shared how LPL is helping advisors expand their marketing initiatives, including through co-branding opportunities and additional social media tools, including compliance-approved Instagram.

“From the biggest transformations to the smallest milestones, opportunity starts with aspiration,” said Carone in sharing the vision of the company’s brand story. “By asking, ‘What if you could?’ we’re challenging conventions in our industry and helping LPL advisors inspire their clients to pursue their boundless potential.”

Attendees closed Focus 2025 with a private concert at the waterfront Rady Shell, celebrating a community united by purpose and possibility.

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Media Contact: 
Media.relations@LPLFinancial.com 
(402) 740-2047 

Tracking #: 781730


Primary Logo

Recent Quotes

View More
Symbol Price Change (%)
AMZN  244.22
+0.00 (0.00%)
AAPL  270.37
+0.00 (0.00%)
AMD  256.12
+0.00 (0.00%)
BAC  53.45
+0.00 (0.00%)
GOOG  281.82
+0.00 (0.00%)
META  648.35
+0.00 (0.00%)
MSFT  517.81
+0.00 (0.00%)
NVDA  202.49
+0.00 (0.00%)
ORCL  262.61
+0.00 (0.00%)
TSLA  456.56
+0.00 (0.00%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.