Lpl financial launches planning tools to help advisors provide personalized service for business founders and ceos

San diego, feb. 18, 2025 (globe newswire) -- lpl financial llc, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are chief executive officers (ceos) and/or have founded their own businesses. there are more than 33 millioni small businesses in the u.s., and more than halfii of all private employer business owners are over the age of 55.
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