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LPL Financial Recognized for Technology Innovation by Bank Insurance Securities Association

LPL Financial Holdings, Inc.
LPL Financial Holdings, Inc.

CHARLOTTE, N.C., March 21, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that it received a 2023 Technology Innovation Award from the Bank Insurance & Securities Association (BISA) for its proprietary Model Wealth Portfolios, a unified wealth management platform for advisors. With this award, BISA recognizes firms that help advance the financial services industry through their commitment to technology innovations in products, services and platforms. 

Model Wealth Portfolios is designed to offer financial advisors the flexibility needed to deliver customized investment solutions for clients. With this platform, advisors can combine different investment strategies into one account to create personalized, diversified portfolios while benefiting from the flexibility and scale of the automation it provides.

“We designed the Model Wealth Portfolios platform to provide more personalized investment experiences while allowing advisors to grow and scale their businesses. We’re thrilled to be recognized by BISA for technology innovation on behalf of the financial advisors at the institutions we serve,” said Rob Pettman, LPL Financial executive vice president, Wealth Management Solutions. “LPL is always innovating to create unique solutions for advisors and investors and is continually investing in our advisory platform capabilities. Incorporating advisor feedback, Model Wealth Portfolios has evolved into a dynamic unified managed account platform offering a high degree of flexibility, customization and efficiency.”


Model Wealth Portfolios enable advisors to combine up to twenty models in one account, including optional low cost SMAs, with the ability to add additional levers of personalization. Program managers can create and share centralized investment models with their advisors, saving internal resources and managing risk during periods of high market volatility.

LPL’s Model Wealth Portfolios is integrated directly into ClientWorks, LPL’s comprehensive, award-winning* advisor platform. For more information, visit

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 more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("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.

*ClientWorks Connection won a 2020 BISA Technology Innovation Award.

**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 in Financial Institution Market Share; No. 1 in Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.

LPL Financial and its affiliated companies provide financial services only from the United States.

Securities and advisory services offered through LPL Financial LLC, a registered broker-dealer and investment advisor. 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 LLC.

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

LPL Financial and BISA are separate entities.

Media Contact:
(805) 640-5391