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LPL Financial Offers Gainfully to accelerate client engagement

San Francisco, Calif., November 28, 2017 – Gainfully, Inc. today announced the Gainfully platform is now available to all eligible LPL Financial advisors. The Gainfully experience curates social media content from LPL, LPL Research and LPL sponsor content in a single app, making it easy for LPL’s more than 14,000 advisors to source, aggregate and share meaningful content to increase social media engagement and help grow their businesses.

“We are thrilled to work with LPL Financial, which has been a leader in scaling and accelerating the advice industry,” said Gainfully CEO Cameron Nordholm. “Embracing a networked platform model together will help enhance and amplify relationships at every level.”

Gainfully enables LPL advisors to access content posted by LPL as well as content syndicated from other relevant Gainfully platform customers, including over a dozen LPL sponsors in insurance and asset management. Client-facing content can be shared with the support of Gainfully’s patent-pending compliance technology, enabling instant sharing to social media channels.

“LPL is committed to providing our advisors resources and tools that enhance their efficiency and deliver value to their businesses,” said Burt White, LPL Managing Director, Investor and Investment Solutions, and Chief Investment Officer. “In an increasingly digital world, social media can be an effective way for advisors to build awareness with investors. Gainfully’s turnkey capabilities enable our advisors to market their businesses efficiently so they can spend their time where it matters most—helping their clients work toward their financial goals.”

Gainfully and LPL Financial plan to expand the content and feature offering over time to empower LPL advisors with the best resources in the industry.

About Gainfully, Inc.

Gainfully is the largest network of RIAs, broker-dealers, asset managers, insurance carriers, financial services and insurance professionals in the US, enabling closer connections to serve clients better. A free Gainfully account enables financial professionals to connect to every company they work with in one place, simplifying and accelerating their practice while empowering institutions to serve their agents and advisors at scale. Visit gainful.ly to create an account or request an institutional demo at https://gainful.ly/demo. Contact [email protected] for inquiries.

About LPL Financial

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $566 billion in brokerage and advisory assets as of Oct. 31, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of Sept. 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 41,000 retirement plans with an estimated $137 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,500 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

Over 14,000 advisors

Over 12 asset management and insurance partners

“Gainfully’s turnkey capabilities enable our advisors to market their businesses efficiently so they can spend their time where it matters most—helping their clients work toward their financial goals.”

— Burt White, LPL Managing Director, Investor and Investment Solutions, and Chief Investment Officer

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