Press release
LPL Financial Launches Comprehensive Alts Learning Hub
One-stop resource for alternative investments education puts practical, easy-to-use learning modules at advisors’ fingertips SAN DIEGO, May 14, 2025 (GLOBE
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"One-stop resource for alternative investments education puts practical, easy-to-use learning modules at advisors’ fingertips\nSAN 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 a...