LPL Financial Launches Comprehensive Alts Learning Hub
LPL Financial (NASDAQ:LPLA) has launched its new Alts Learning Hub, a comprehensive alternative investments education platform designed to help advisors better incorporate alternative investments into their practice. The platform comes as advisor-intermediated illiquid alternative assets are projected to grow from $1.4 trillion to $2.4 trillion over the next five years, with alternative investments expected to represent 23% of assets under management in the next three years, up from 13% today.
The Alts Learning Hub features centralized access to curated content, streamlined learning experiences, and continuing education opportunities through a partnership with CAIA Association, offering 15 CE credits for CIMA and CFP professionals. The platform is available to all advisors regardless of affiliation and complements LPL's existing suite of resources, including LPL Alts Connect.
LPL Financial (NASDAQ:LPLA) ha lanciato il suo nuovo Alts Learning Hub, una piattaforma educativa completa sulle alternative agli investimenti tradizionali, progettata per aiutare i consulenti a integrare meglio questi strumenti nella loro attività. La piattaforma arriva in un momento in cui gli asset alternativi illiquidi intermediati dai consulenti sono previsti crescere da 1,4 trilioni di dollari a 2,4 trilioni nei prossimi cinque anni, con le alternative che dovrebbero rappresentare il 23% degli asset under management entro tre anni, rispetto al 13% attuale.
L'Alts Learning Hub offre un accesso centralizzato a contenuti selezionati, esperienze di apprendimento semplificate e opportunità di formazione continua grazie a una partnership con la CAIA Association, che garantisce 15 crediti formativi per i professionisti CIMA e CFP. La piattaforma è disponibile per tutti i consulenti, indipendentemente dall'affiliazione, e integra la suite di risorse esistente di LPL, inclusa LPL Alts Connect.
LPL Financial (NASDAQ:LPLA) ha lanzado su nuevo Alts Learning Hub, una plataforma educativa integral sobre inversiones alternativas diseñada para ayudar a los asesores a incorporar mejor las inversiones alternativas en su práctica. La plataforma llega en un momento en que se proyecta que los activos alternativos ilíquidos intermediados por asesores crecerán de en los próximos cinco años, con las inversiones alternativas representando el 23% de los activos bajo gestión en los próximos tres años, frente al 13% actual.
El Alts Learning Hub ofrece acceso centralizado a contenido seleccionado, experiencias de aprendizaje optimizadas y oportunidades de educación continua a través de una asociación con la CAIA Association, que ofrece 15 créditos CE para profesionales CIMA y CFP. La plataforma está disponible para todos los asesores, independientemente de su modelo de afiliación, y complementa la suite de recursos existente de LPL, incluyendo LPL Alts Connect.
LPL Financial (NASDAQ:LPLA)는 새로운 Alts Learning Hub를 출시했습니다. 이 종합 대체 투자 교육 플랫폼은 자문사가 대체 투자를 자신의 업무에 더 잘 통합할 수 있도록 돕기 위해 설계되었습니다. 이 플랫폼은 자문사가 중개하는 비유동 대체 자산이 향후 5년간 1.4조 달러에서 2.4조 달러로 성장할 것으로 예상되는 가운데 출시되었으며, 대체 투자가 향후 3년 내에 운용 자산의 23%를 차지할 것으로 예상되어 현재의 13%에서 크게 증가할 전망입니다.
Alts Learning Hub는 엄선된 콘텐츠에 대한 중앙 집중식 접근, 간소화된 학습 경험 및 CAIA 협회와의 파트너십을 통한 지속 교육 기회를 제공하며, CIMA 및 CFP 전문가에게 15 CE 학점을 제공합니다. 이 플랫폼은 소속 여부와 관계없이 모든 자문사에게 제공되며, LPL의 기존 리소스인 LPL Alts Connect를 보완합니다.
LPL Financial (NASDAQ:LPLA) a lancé son nouveau Alts Learning Hub, une plateforme éducative complète sur les investissements alternatifs conçue pour aider les conseillers à mieux intégrer ces investissements dans leur pratique. Cette plateforme arrive alors que les actifs alternatifs illiquides intermédiaires par les conseillers devraient passer de 1,4 billion à 2,4 billions de dollars au cours des cinq prochaines années, les investissements alternatifs devant représenter 23 % des actifs sous gestion dans les trois prochaines années, contre 13 % aujourd’hui.
Le Alts Learning Hub offre un accès centralisé à un contenu sélectionné, des expériences d’apprentissage simplifiées et des opportunités de formation continue grâce à un partenariat avec la CAIA Association, offrant 15 crédits CE pour les professionnels CIMA et CFP. La plateforme est accessible à tous les conseillers, quelle que soit leur affiliation, et complète la suite de ressources existantes de LPL, y compris LPL Alts Connect.
LPL Financial (NASDAQ:LPLA) hat sein neues Alts Learning Hub gestartet, eine umfassende Bildungsplattform für alternative Investments, die Beratern helfen soll, alternative Investments besser in ihre Praxis zu integrieren. Die Plattform wird eingeführt, während illiquide alternative Anlagen, die über Berater vermittelt werden, in den nächsten fünf Jahren von 1,4 Billionen auf 2,4 Billionen US-Dollar wachsen sollen, wobei alternative Investments in den nächsten drei Jahren voraussichtlich 23 % der verwalteten Vermögenswerte ausmachen werden, gegenüber 13 % heute.
Das Alts Learning Hub bietet zentralisierten Zugang zu kuratierten Inhalten, optimierte Lernerfahrungen und Weiterbildungsmöglichkeiten durch eine Partnerschaft mit der CAIA Association, die 15 CE-Credits für CIMA- und CFP-Profis anbietet. Die Plattform steht allen Beratern unabhängig von ihrer Zugehörigkeit zur Verfügung und ergänzt das bestehende Ressourcenangebot von LPL, einschließlich LPL Alts Connect.
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Insights
LPL's new Alts Learning Hub addresses growing advisor demand as alternative investments are projected to nearly double to $2.4T in five years.
LPL Financial's launch of their Alts Learning Hub represents a strategic move to capitalize on the projected growth in alternative investments. The platform addresses a critical knowledge gap as alternative assets are expected to grow from
The timing is particularly strategic as alternatives gain traction beyond just ultra-high-net-worth portfolios and begin penetrating the mass affluent market segment. This platform positions LPL to capture increased market share in the alternatives space by addressing the primary barrier to adoption: advisor education and confidence.
What makes this platform particularly valuable is its comprehensive approach, featuring centralized access to educational resources, streamlined learning experiences, and partnership with the respected CAIA Association to provide continuing education credits. The inclusion of 15 CE credits for CIMA and CFP professionals without requiring a final exam removes significant friction from the advisor education process.
For a firm servicing approximately
One-stop resource for alternative investments education puts practical, easy-to-use learning modules at advisors’ fingertips
SAN DIEGO, May 14, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leading wealth management firm, has launched a new alternative investments education platform, designed to empower advisors with the knowledge and tools necessary to effectively and easily incorporate alternative investments into their practice.
According to Cerulli, advisor-intermediated illiquid alternative assets are projected to grow from
The Alts Learning Hub offers a comprehensive and user-friendly platform designed to enhance knowledge and expertise in alternative investments. Key features include:
- Centralized Access: A one-stop source for all alternative investments education, featuring curated content and resources from LPL, fund sponsors, and industry experts.
- Streamlined Learning: A structured and user-friendly experience that simplifies the learning process for financial professionals.
- Continuing Education (CE): A partnership with Chartered Alternative Investment Analyst (CAIA) Association, through its UniFi by CAIA™ platform, offering straightforward, on-demand learning with 15 CE credits for CIMA and CFP professionals, no final exam and a reduced course fee for LPL advisors.
Cheri Belski, Executive Vice President and Head of Investment Management Solutions at LPL, said, “As investors seek sophisticated and specialized ways to differentiate their portfolios and manage volatility outside of the stock-bond model, LPL is committed to providing our advisors with the best-in-class alternative investment resources. We look forward to partnering with top fund sponsors and industry leaders like CAIA to deliver this comprehensive and accessible education experience.”
LPL’s user-friendly Alts Learning Hub is now available to all advisors, regardless of their affiliation model. Alts Learning Hub underscores LPL’s dedication to providing a top-tier alternative investments platform and complements LPL’s expanding suite of advisor-focused resources, including LPL Alts Connect.
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
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser 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.
Media Contact:
Media.relations@LPLFinancial.com
(402) 740-2047
Tracking #: 738833
i https://www.cerulli.com/reports/us-alternative-investments-2024
