LPL Financial Expands Worksite Financial Solutions Platform to Include Workshops and Webcasts Delivered by Financial Finesse

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Holistic financial wellness programs to become available to advisors and plan sponsors

LPL Financial LLC, the nation's largest independent broker/dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today announced that it is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners. Financial Finesse provides unbiased workplace financial wellness programs and has worked with LPL Financial since 2011 as an independent education provider.

“Every employer has distinct needs when it comes to financial education and financial planning,” said Dave Reich, EVP and Head of Retirement Partners at LPL Financial. “There is no one-size-fits-all approach, and the more options we can bring to the table, the more we can customize programs that directly address their needs. We believe Financial Finesse’s workshops and webcasts can be an important resource for advisors and plan sponsors.”

The new Financial Finesse workshops and webcasts are highly interactive and focus on engaging participants through case studies, competitions and real-time calculations that show how financial decisions made today may impact an employee’s financial health over time. Topics are delivered in the program’s popular Money Madness format, where groups of workshop and webcast participants compete by correctly answering important financial questions in an effort to achieve the winning score.

LPL Retirement Partners’ Worksite Financial Solutions platform is designed to provide employers with a guidance-based, beginning–to–end retirement solution intended to help employees create confidence in their financial future. The program offers a full suite of services, including Financial Finesse’s online financial wellness assessment, and assistance with joining an employer’s plan for the first time, accumulating assets, seeking help with career transitions as well as in-plan participant advice, all designed to help improve an employee’s financial outlook by helping them save, consolidate retirement plan assets and appropriately invest their savings.

*Based on total revenues, Financial Planning magazine, June 1996-2014

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $78 billion in retail assets and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,374 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA/SIPC.

LPL Retirement Partners is the retirement plan-focused division of LPL Financial. Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners.

LPL Financial and Financial Finesse are not affiliated entities.

About Financial Finesse

Financial Finesse is an unbiased financial education company providing personalized and innovative financial education and counseling programs to over 1,000,000 employees at over 600 organizations. Financial Finesse partners with organizations to reach goals such as reducing fiduciary liability, increasing plan participation, decreasing stress, and increasing productivity through its unique approach to financial education. Financial Finesse does not sell products nor manage assets. For more information, visit


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Betsy Weinberger