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LPL Financial Launches Comprehensive Alts Learning Hub

1. LPL launched an alternative investments education platform for financial advisors. 2. Projected growth of illiquid alternatives: $1.4 trillion to $2.4 trillion in five years. 3. Alternative assets expected to reach 23% of AUM in three years, up from 13%. 4. The platform, Alts Learning Hub, enhances advisor competence and client satisfaction. 5. LPL supports 29,000 advisors, with a focus on client-focused alternative investment resources.

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Why Bullish?

The launch of the Alts Learning Hub positions LPLA to capitalize on the growing alternative investment market. Historically, firms responding to advisor needs effectively have seen stock appreciation.

How important is it?

Given the strategic introduction of a platform to enhance investment education, LPLA is positioned to benefit from growing demand in alternative investments, which is a pivotal shift for their business model.

Why Long Term?

As alternative investments gain market share, LPL's enhanced competency in this space can translate into sustained client retention and new business opportunities, impacting growth significantly over time.

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SAN 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 advisors, regardless of their affiliation model. Alts Learning Hub underscores LPL’s dedication to providing a top-tier alternative investments platform and complements LPL’s expanding suite of advisor-focused resources, including LPL Alts Connect. About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website. Media Contact: Media.relations@LPLFinancial.com (402) 740-2047  Tracking #: 738833 i https://www.cerulli.com/reports/us-alternative-investments-2024

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