COGENT INVESTOR LOYALTY STUDY
Thank You! Survey Shows LPL and Its Advisors Are No. 1 in Investor Loyalty
When we recommend an investment decision, we think about the long term. It's the same way we think about our relationships with you and your families: We value the trust and commitment we've cultivated with you, and we're proud to work alongside you to pursue your life and financial goals for years to come.
Loyalty means a great deal to us and all the advisors in the LPL Financial network. It means that our clients trust the value and commitment we bring to helping them pursue their life and financial goals.
That's why we're so honored to share the news that LPL and its network of independent financial advisors were ranked No. 1 in investor loyalty in a recent nationwide survey. We're proud to be part of a network that's a recognized industry leader in providing quality personal service-and it's an even greater honor that LPL has risen in these rankings in each of the past three years.
The rankings are among the findings in Investor Brand BuilderTM, a Cogent ReportsTM study released by Market Strategies International in which 4,408 affluent investors were surveyed.
he study explored the key aspects of client experience that drive investor loyalty. Across each of five top drivers of investor loyalty, LPL earned No. 1 rankings by exceed client expectations in the following areas:
- Quality of investment advice
- Financial stability
- Easy to do business with
- Range of investment products and services
- Retirement planning services
Thank you for your continued business. We appreciate the chance to help you work toward your financial goals and we look forward to working even harder for you and building upon our successful partnership.
Read more about our No. 1 ranking here.
This material was prepared by LPL Financial.
ABOUT THE REPORT Market Strategies International's Cogent Wealth Reports: Investor Brand BuilderTM provides a holistic view of key trends affecting the affluent investor marketplace. The November 2017 report is based on a web survey of over 4,000 affluent investors, who hold $100,000 or more in investable assets. A total of n=82 LPL advisor clients were represented in the study. Customer Loyalty is based on how likely the participant would recommend each of their investment account companies to friends, family, or colleagues. Participants also evaluate their investment account companies using a 5-point rating scale across 10 aspects of client experience.
"Keeping an Eye on Global Activity" Client Letter by John Lynch - June 7, 2018
Overall, we think the global economic backdrop, particularly in the U.S., remains intact. Although the situation in Italy is an ongoing risk worth monitoring, we don't believe it indicates a change in the trajectory of the global economy.
Read the full letter here
"Tough Start for High-Yield" - Bond Market Perspectives - January 26, 2016 (added 1/27)
High-yield bond price declines have been exacerbated by rising default expectations, which we believe may have gone too far.
Read the article here
Outlook 2016: Embrace the Routine (added 12/15)
We are excited to introduce our LPL Research Outlook 2016: Embrace the Routine, with financial market forecasts, economic insights, and investment guidance for the year ahead
Download the presentation here.
The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Stocks and bonds strategies involve risks including the loss of principal. Alternative investment strategies carry a higher degree of risk.
Note: Since this is a large file, please don't hesitate to contact our office if you would like us to send you a copy.
-->Don't Just Say It, Do It - Start Saving (Infographic)
Different life milestones require updated investment strategies. Learn how to start saving.
View the graphic here
The 5-Year Countdown to Retirement
Five years before they retire, older workers should start focusing seriously on the big changes ahead.
Read the full article here
Start Saving For Long-Term Healthcare
At least 70% of American aduts will need long-term care services and support sometime in their lifetime. How will you plan to pay?
View the graphic here
Your retirement checklist
Follow through on these items before your "second act" begins.
9 Essential Estate-Planning Documents
Dying without a will leaves your heirs with a potential mess. And yet, 64% of Americans die without one. Prepare these nine documents and your heirs will thank you eternally.
Read the full article here
Read about ACH Investment Group in the news
Raleigh News and Observer, August 25, 2015 - "Dow drops 588 points in wild day of trading"
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Raleigh News and Observer, September 1, 2014 - "Budgeting tips to enjoy solvency in retirement"
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.
Raleigh News and Observer, July 6, 2014 - "Revisit formula for retirement saving, spending"