Wealth management firm LPL Financial LLC (Nasdaq: LPLA) announced the launch of its new alternative investments education platform, known as the Alts Learning Hub, designed to help advisers effectively and easily incorporate alternative investments into their practice.
According to LPL, key features of the platform 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 the Chartered Alternative Investment Analyst 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 advisers.
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 advisers 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 stated that, according to Cerulli, adviser-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 percent in the next three years, up from 13 percent today.
LPL’s Alts Learning Hub is now available to all advisors, regardless of their affiliation model.
Earlier this year, LPL announced strong financial results for Q1 of 2025, including a landmark agreement to acquire Commonwealth Financial Network.
As of March 31, 2025, LPL supported more than 29,000 financial advisers that served $1.8 trillion in total advisory and brokerage assets.
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