Michael Boyer Attends LPL Financial Annual Advisory Leaders Forum
Somerset, PA – August, 4, 2016 – Michael Boyer, CFP®, WMS, an independent wealth management firm in Somerset, announced today that he attended LPL Financial’s Advisory Leaders Forum held July 26 to 28 at Northwestern University’s Kellogg School of Management.
The invitation-only annual event brings together successful LPL Financial advisors in an exclusive academic setting to participate in a focused curriculum addressing a broad range of advisory disciplines. Held at the nation’s premier business schools, past conferences have been held at the Yale School of Management, The Wharton School at the University of Pennsylvania and the MIT Sloan School of Management.
Matthew Enyedi, executive vice president, LPL Financial, said, “As the financial advice industry grows increasingly more complex, LPL is committed to supporting our advisors with enriching programs and valuable practice management resources. The Advisory Leaders Forum provides a unique opportunity for leading LPL advisors to gain access to business intelligence that can help them to strengthen and grow their practices and the service they provide to their clients.”
Boyer said, “LPL’s Advisory Leaders Forum mixed academic insight with real business world applications that created a solid curriculum with takeaways I can bring back to my business. In addition, having the chance to connect and learn from other advisors, LPL leaders, industry experts and university professors was valuable and will support the work I do to help my clients.”
Michael Boyer, CFP®, WMS is on the LPL Financial broker/dealer platform. LPL is a leading retail investment advisory firm and the nation’s largest independent broker-dealer*.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016*). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC