Latest news with #ClientWorks
Yahoo
6 days ago
- Business
- Yahoo
Arv Private Wealth Launches with Support from LPL Strategic Wealth
SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christian Reuter, James 'Scott' Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Reuter and Robinson have been collaborating since 2012 and bring a combined six decades of financial industry experience to the practice. Capeder, who entered the financial industry in 2018, completes the team. Together, they aim to create an independent practice focused on helping clients work towards a more secure financial future. The firm's name is a nod to the Danish word for 'legacy' and 'heritage,' serving as a guidepost for providing a holistic and integrated experience for their clients. 'Clients face a myriad of situations throughout their lives — both good and bad — and it's our responsibility to be there for them,' Reuter said. 'Not just as financial advisors, but as trusted confidants, friends and someone they can turn to for guidance. For us, it's not just about managing their wealth; it's about being there for our clients when they need us most.' Why they made the move to LPLThe team chose to affiliate via LPL's comprehensive supported independence solution, LPL Strategic Wealth Services (SW), which combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive, both operationally and strategically. In addition to having access to LPL's innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice. Then, after the transition is complete, SW teams receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice. 'From our first meeting, it was clear that everything LPL offers is designed with the advisor in mind,' Reuter said. 'From LPL's Admin Solutions which will allow our clients to schedule appointments quickly and easily, to ClientWorks, where they can access all their accounts with a single sign on, we will be able to create our ideal independent practice and deliver a next-level client experience.' Scott Posner, LPL Managing Director, Business Development, said, 'We welcome the Arv Private Wealth team and congratulate them on going independent with LPL Strategic Wealth. At LPL, we believe in providing the strategic support and innovative resources advisors can use to deliver differentiated client experiences. We look forward to supporting this team for years to come.' RelatedAdvisors, learn how LPL Financial can help take your business to the next level. 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 1,200 financial institutions, servicing and custodying approximately $1.8 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 Securities and advisory services offered through LPL Financial LLC ('LPL Financial'), a registered investment advisor 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. *Value approximated based on asset and holding details provided to LPL from end of year, 2024. Media Contact: Tracking #743659Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
15-05-2025
- Business
- Business Wire
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
CHICAGO--(BUSINESS WIRE)--YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL's advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for LPL's nearly 29,000 advisors. LPL advisors have been using YCharts to research investments, optimize strategies, and create compelling sales collateral for 5 years. Now, the ClientWorks integration enables seamless portfolio synchronization, eliminating the need for manual uploads and reconciliation—allowing advisors to work more efficiently and shift focus to their clients. Unlocking New Efficiencies for LPL Financial Advisors Seamless portfolio sync between ClientWorks and YCharts On-demand access to investment data without manual entry LPL-approved reports to support client conversations 'This integration builds on our strong relationship with LPL Financial, reinforcing our commitment to advisor efficiency,' said John Vander Vennet, Chief Revenue Officer at YCharts. 'By connecting YCharts directly with ClientWorks, we're enabling LPL advisors to spend less time on administrative tasks and more time delivering value to clients.' Gary Carrai, Chief Product Officer at LPL Financial, added, 'Our goal is to provide our advisors with seamless, high-impact tools to solve pragmatic problems along their advisor journey. This comprehensive integration with YCharts makes it even easier for them to manage portfolios, engage clients in valuable conversation, and drive better outcomes.' By strengthening the YCharts-LPL Financial relationship, this integration underscores a shared commitment to delivering innovative, time-saving solutions that enhance advisor efficiency and client service. About YCharts YCharts is a leading financial technology Software as a Service (SaaS) platform designed to elevate client engagement and empower wealth management teams to make smarter investment decisions. With advanced analytics, powerful visualization tools, and comprehensive data, YCharts is built to enhance team cohesion, ensuring uniformity across investment-related workflows and scalable operations. YCharts offers an ideal solution for wealth management firms looking to maintain consistency in client communication and investment strategies across multiple teams and offices, ultimately driving significant AUM growth.
Yahoo
05-03-2025
- Business
- Yahoo
LPL Financial Holdings (NasdaqGS:LPLA) Enhances Advisor Tech With Wealthbox Integration For Seamless Service
LPL Financial Holdings recently experienced a 2.9% price increase over the last quarter, attributed in part to strategic advances like the integration of Wealthbox with its ClientWorks platform. This enhancement aligned with the company's aim to streamline workflows for advisors, which could improve operational efficiencies. Additionally, LPL's robust financial performance, including a 33% rise in Q4 revenue year-over-year and affirmed dividend payments, indicates a strong financial foundation that likely supported investor confidence. The market context, where major indices like the Dow hovered between gains and losses amidst tariff concerns, contrasts with LPL's positive price movement. New product offerings, such as LPL Alts Connect, further emphasize the company's focus on innovation and diversification. Compared to the broader market's 3.1% decline over the same period, LPL's performance stands out, reflecting resilience against recent market volatility and economic uncertainty involving tariff implications and fluctuating economic data. Click here and access our complete analysis report to understand the dynamics of LPL Financial Holdings. Over the past five years, LPL Financial Holdings has delivered a very large total return of 477.59%, a reflection of its enduring commitment to growth and innovation. Several key developments have contributed to this performance. Significant earnings growth has been a standout, averaging 20.6% annually, underscoring the company's robust financial management. The introduction of LPL Alts Connect and the AI Advisor Solutions program highlights LPL's focus on integrating advanced technology to improve investment offerings and operational efficiencies. Such initiatives have bolstered investor confidence. LPL's strategic share repurchase programs have played a crucial role in enhancing shareholder value. Since the program's inception in October 2014, over 36 million shares have been repurchased, totaling US$3.18 billion. Additionally, consistent dividend payments have provided reliable income to investors. These factors, coupled with business expansions, including a new office in Tempe, Arizona, illustrate LPL's growth ambitions and solidify its position in the capital markets industry, exceeding market returns in the past year. Analyze LPL Financial Holdings' fair value against its market price in our detailed valuation report—access it here. Discover the key vulnerabilities in LPL Financial Holdings' business with our detailed risk assessment. Invested in LPL Financial Holdings? Simplify your portfolio management with Simply Wall St and stay ahead with our alerts for any critical updates on your stocks. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:LPLA. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
