LPL Financial Launches Comprehensive Alts Learning Hub

Rhea-AI Summary

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.

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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 $1.4 trillion to $2.4 trillion over the next five years. Additionally, assets under management sourced from alternative investments are expected to rise to 23% in the next three years, up from 13% today.ⁱ As alts continue to gain traction in high-net-worth and ultra-high-net-worth portfolios, and their adoption by mass affluent investors increases, Alts Learning Hub aims to enhance advisor confidence and competence in the alternatives space, ultimately driving business growth and client satisfaction.

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 $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 www.lpl.com.

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

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ⁱ https://www.cerulli.com/reports/us-alternative-investments-2024

FAQ

What is LPL Financial's new Alts Learning Hub and what does it offer?

LPL Financial's Alts Learning Hub is a comprehensive education platform that offers centralized access to alternative investments education, streamlined learning experiences, and continuing education opportunities through CAIA Association, providing 15 CE credits for CIMA and CFP professionals.

How much growth is expected in alternative investments according to LPL Financial's announcement?

According to Cerulli, 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 rise from 13% to 23% of assets under management in the next three years.

Who can access LPLA's Alts Learning Hub?

The Alts Learning Hub is available to all advisors, regardless of their affiliation model with LPL Financial.

What continuing education benefits does LPL's Alts Learning Hub provide?

Through partnership with CAIA Association's UniFi platform, the hub offers 15 CE credits for CIMA and CFP professionals, with no final exam and reduced course fees for LPL advisors.