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LPL Financial Launches New Bookkeeping Services
LPL Financial Launches New Bookkeeping Services
Advisors can streamline business decisions and receive accurate and timely financial reports from a dedicated bookkeeper
CHARLOTTE, N.C., Sept. 29, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that the firm's advisors can now access Bookkeeping Services. LPL's newest offering is designed to provide a high level of support by pairing an advisor with an industry-trained bookkeeper who understands their unique business needs.
"Up-to-date financials and accurate books are essential to making confident business decisions," said Aneri Jambusaria, executive vice president, LPL Services Group. "We recognize the complexity of our advisors' work and the time commitment required to maintain books with precision. Our new service is designed to save advisors time with accurate reporting conducted by a bookkeeper who is well versed in LPL and wealth management best practices."
LPL's Bookkeeping Services operates as an extension of the advisor's practice, providing dedicated support to record and categorize financial data and utilize the advisor's commission statements to provide up-to-date reporting. The service begins with onboarding, during which time processes are established to set the stage for long-term success.
"Whether needing to build financial reporting for the first time, transitioning bookkeeping responsibilities, or seeking inorganic business growth, we believe that LPL affiliated advisors at all stages of business can benefit from this service," said Jambusaria.
Bookkeeping Services is the latest service from LPL, focused on enabling advisors to deliver great financial advice and run a thriving business. The launch of Bookkeeping Services follows the introduction of Paraplanning Services and the Private Client Services Network earlier this year.
Bookkeeping Services is now available to all LPL advisors and waived onboarding fee will be provided for a limited time.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 21,000 financial advisors, and approximately 1,100 institution-based investment programs and approximately 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL and its affiliated companies provide financial services only from the United States.
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 LLC. We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
Connect with Us!
Media Contact:
Media.relations@lplfinancial.com
(805) 640-5391
Advisors can streamline business decisions and receive accurate and timely financial reports from a dedicated bookkeeper
顧問可以簡化業務決策,並從專門的簿記員那裏收到準確和及時的財務報告
CHARLOTTE, N.C., Sept. 29, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that the firm's advisors can now access Bookkeeping Services. LPL's newest offering is designed to provide a high level of support by pairing an advisor with an industry-trained bookkeeper who understands their unique business needs.
北卡羅來納州夏洛特,9月2022年29日(環球通訊社)--LPL Financial LLC今天宣佈,該公司的顧問現在可以使用簿記服務。LPL的最新產品旨在通過將一名顧問與一名瞭解其獨特業務需求的受過行業培訓的簿記員配對來提供高水平的支持。
"Up-to-date financials and accurate books are essential to making confident business decisions," said Aneri Jambusaria, executive vice president, LPL Services Group. "We recognize the complexity of our advisors' work and the time commitment required to maintain books with precision. Our new service is designed to save advisors time with accurate reporting conducted by a bookkeeper who is well versed in LPL and wealth management best practices."
“最新的財務數據和準確的賬簿對於做出自信的商業決策至關重要,”LPL服務集團執行副總裁總裁説。“我們認識到顧問工作的複雜性和精確維護賬簿所需的時間承諾。我們的新服務旨在節省顧問的時間,由精通LPL和財富管理最佳實踐的簿記員進行準確的報告。”
LPL's Bookkeeping Services operates as an extension of the advisor's practice, providing dedicated support to record and categorize financial data and utilize the advisor's commission statements to provide up-to-date reporting. The service begins with onboarding, during which time processes are established to set the stage for long-term success.
LPL的簿記服務是顧問實踐的延伸,提供專門的支持來記錄和分類財務數據,並利用顧問的佣金報表提供最新的報告。該服務從入職開始,在此期間建立流程,為長期成功奠定基礎。
"Whether needing to build financial reporting for the first time, transitioning bookkeeping responsibilities, or seeking inorganic business growth, we believe that LPL affiliated advisors at all stages of business can benefit from this service," said Jambusaria.
Jambusaria説:“無論是需要首次建立財務報告、轉移簿記責任,還是尋求無機業務增長,我們相信,LPL附屬顧問在業務的所有階段都可以從這項服務中受益。”
Bookkeeping Services is the latest service from LPL, focused on enabling advisors to deliver great financial advice and run a thriving business. The launch of Bookkeeping Services follows the introduction of Paraplanning Services and the Private Client Services Network earlier this year.
簿記服務是LPL的最新服務,專注於使顧問能夠提供良好的財務建議並經營蓬勃發展的業務。在推出簿記服務之前,今年早些時候推出了規劃服務和私人客户服務網絡。
Bookkeeping Services is now available to all LPL advisors and waived onboarding fee will be provided for a limited time.
所有LPL顧問現在都可以使用簿記服務,並將在有限的時間內提供免收的入職費用。
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 21,000 financial advisors, and approximately 1,100 institution-based investment programs and approximately 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
關於LPL Financial
納斯達克金融(LPL Financial)成立的原則是,公司應該為顧問工作,而不是為顧問工作。今天,LPL在我們所服務的市場中處於領先地位,*為全國近21,000名財務顧問、約1,100個基於機構的投資項目和約500家獨立RIA公司提供支持。我們堅定不移地致力於以顧問為中心的模式,並相信美國人有權獲得財務顧問的個性化指導。在LPL,獨立意味着顧問擁有他們應得的自由,可以選擇允許他們運行完美實踐的業務模型、服務和技術資源。他們有管理客户關係的自由,因為他們最瞭解客户。簡單地説,我們照顧我們的顧問,這樣他們就可以照顧他們的客户。
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
*頂級RIA託管人(Cerulli Associates,2020年美國RIA市場報告);美國排名第一的獨立經紀交易商(基於總收入,《財務規劃》雜誌1996-2022年);在為銀行和信用社提供經紀服務的第三方提供商中,來自金融機構的AUM增長排名第一;來自金融機構的AUM市場份額排名第一;金融機構收入的市場份額排名第一;金融機構市場份額排名第一;顧問份額排名第一(2021-2022年Kehrer Bielan Research&Consulting年度TPM報告)。截至2021年6月的《財富》500強。
LPL and its affiliated companies provide financial services only from the United States.
LPL及其附屬公司只提供來自美國的金融服務。
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 LLC. We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
Connect with Us!
在本通訊中,術語“財務顧問”和“顧問”用於指代LPL Financial LLC的註冊代表和/或投資顧問代表。我們經常在網站的“投資者關係”或“新聞稿”部分披露可能對股東重要的信息。
與我們聯繫吧!
Media Contact:
Media.relations@lplfinancial.com
(805) 640-5391
媒體聯繫人:
郵箱:Media.Relationship@lplfinial.com
(805) 640-5391
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在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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