You’ve spent years building your business. Let us help you protect your practice from the unexpected to preserve your legacy and provide for your loved ones. Learn more>>

M&A SOLUTIONS

LPL’s M&A Solutions provides professional support for buyers and sellers, and offers an award-winning service: an end-to-end solution with a team of experts to help guide you through the process. We are revolutionizing M&A by reducing the need to manage multiple third parties and dramatically improving the ease, cost, and speed of the process.

RELATED INFO:

Now There's a Better Way

 M&A Solutions offers professional support to make your merger or acquisition easier, faster, and more cost-effective.

Life brings us many moments – some are joyous and some are challenging. Some we're able to anticipate and carefully plan for, like the arrival of a child. Others may catch us by surprise – like an accident or unexpected illness. 

Your practice is built on delivering extraordinary customer service, so what happens if you can't be there for your clients? A traditional short-term disability policy can help with income replacement, but it can't replace the service that you provide to clients who depend on you.

We Can Help

The Resilience Plan provides client service coverage on a temporary basis during your short-term leave of absence due to:

  • Caring for a family member
  • Maternity or paternity leave in connection with a birth, adoption, or foster placement
  • Elective medical procedures
  • Accidental injury and recovery
  • Your own serious health condition

While you're away, our in-house team of licensed financial representatives will step in to manage your accounts and ensure your clients continue receiving professional guidance and service. We can conduct annual reviews, manage portfolios, take care of account maintenance, and more.

We'll keep your practice running smoothly so you can pick up right where you left off when you return.


Program Highlights

  • No financial/medical underwriting or applications required
  • No exclusions for pre-existing conditions
  • Maximum benefit period: Nine months
  • Minimum benefit period: 60 days
  • No elimination period
  • Available to corporate-affiliated LPL advisors only

A cost-effective monthly fee secures coverage, and LPL receives an override on commissions during the active service period.

With the Resilience Plan, we take care of your clients while you take care of yourself and your family. For more information, visit our FAQs.

SECURE OFFICE FEATURES & BENEFITS

Next Generation CyberSecurity Protection

Seamless, always-on protection

Top industry technology and tactics to identify, remediate, and remove threats from your devices

 

CyberSecurity Threat Hunting Team

Identifies vulnerabilities in real time

Experts around the world are dedicated to researching and identifying new attacks and vulnerabilities, keeping your defenses strong and current

 

24/7 Security Operations Team

Experts to triage known threats

Incident responders triage and investigate known threats to your network, determining root cause and addressing the cyber kill-chain before you experience an issue.

 

Behavioral CyberSecurity Training

Training for employees about computer security

Periodic cybersecurity training updates, shared through newsletters, videos, and simulations to reinforce safe online behavior.

 

Device Updates and Security Patches

Reduce hardware & software vulnerabilities

Critical software updates, patches, and security hot-fixes— automatically installed for you.

 

Secure Web Gateway

Stop malware & phishing schemes in their tracks

Protects, filters, and controls all network traffic to and from your office. Reduces or blocks data exfiltration, malware, phishing, or inappropriate content from making it to your office network.

 

Auto-VPN Security

Access the internet safely from anywhere

Automatic access to a secure, encrypted VPN network next time you need to use unsecured public wifi network.

24/7 Compliance Agent Monitoring

Stay current for branch examiner review

Specialized software installed on your devices monitors compliance settings to identify and automatically resolve potential issues with your technology.

Cloud-based Computer Backup

Safeguard against data loss

Secure, cloud-based backup of your primary computing device (a laptop or PC)

Cybersecurity Insurance

Added value benefit for subscribers

Insurance policy for out-of-pocket costs related to a cybersecurity attack.

RELATED INFO:

Overview

As business environments become more reliant on digital communication and remote teams, it’s more important than ever to have adequate cyber security and data protection for your firm. If not adequately prepared, not only could your clients’ information be compromised, so could their trust in your business.

The Digital Office helps you protect the valuable relationships and reputation you’ve worked hard to build. Feel confident and safe while accessing sensitive business files and sharing documents or communication with colleagues and clients online, and from anywhere.

With options to fit your specific needs, we’ll help keep your business data safe and your systems compliant with Secure Office and Secure Cloud.

LPL Financial Creative Graphic

Secure Office

Defend against cybercrime and compliance breaches

LPL Financial Creative Graphic

Secure Cloud

A streamlined way to work remotely and share documents