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| CFA Institute Financial NewsBrief CFA Institute Financial NewsBrief brings you the latest financial and investment news. Our editors handpick key articles from hundreds of publications, do a brief summary of each and provide links back to the original sources. In other words, we do all the research...and you get the news you need, without the fluff. Please click here to sign up for FREE. |
 | 2010 Outlook LPL Financial Research is pleased to present our 2010 Outlook. Here we offer our perspective on how 2010 will unfold so you may best position your investment to work with the tail, head, or crosswinds as they impact the markets. As 2010 gets underway the markets are likely to continue to perform well as they have through 2009. However, following a solid start, we expect a challenging second half of 2010. We anticipate the extraordinary global policy efforts that created a tailwind for markets in 2009 will fade or even transition to headwinds that may contribute to a renewed slowdown in the economy and a potentially challenging latter half of 2010 for investors. |
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| The Strength Of Partnership Amid an ever-changing investment landscape, investors need an expert and experienced partner who can guide them through the intricacies of investing and financial planning. |
 | Advancing Your Perspective, Focused on Delivering Superior Investment Advice This brochure highlights how the research team partners with advisor to best meet the needs of clients and broadly describes the team’s structure and processes. |
 | Mixing it Up, Asset Allocation: Building One Portfolio At A Time LPL Financial Research provides advice and implements both strategic and tactical asset allocation models. This brochure walks through our asset allocation process, what factors are considered when creating portfolios and our investment philosophy.
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 | Moving Beyond the Numbers, Selecting Manages for Success LPL Financial Research continues to set the industry standard for independent and unbiased investment research across a wide array of investment product types. This brochure outlines our manager selection and due diligence process in five easy steps for your client to understand. Emphasis is placed on how our independence allows for conflict-free manager recommendations.
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 | Portfolio Compass The Portfolio Compass provides an easy-to-read snapshot of LPL Financial Research’s views on the Economy, Equities and Fixed Income as well as our Current Conditions Index. This publication illustrates our current views and will change as needed, generally meant to capture positioning for a 3- to 12-month time horizon. This is bi-weekly report is client approved and is comprised of five components: The CCI Index, and the Economic, Equity Asset Class & Commodity, Equity Sectors and Fixed Income Compasses. |
 | Compass Points This biweekly update provides an in-depth look at the latest tactical investment thoughts from Research as presented in the Portfolio Compass. This publication covers a broader investment landscape and presents ideas to assist with portfolio strategy and to customize client investment solutions. The publication is published every other Wednesday along with the Portfolio Compass. |
 | Thematic Insights Produced bi-weekly and designed to help you make informed investment decisions during these turbulent times, this commentary bridges the gap between an investment opportunity and the implementation of it. |
 | Rock, Paper, Scissors: Our Sophisticated Investing Approach LPL Financial Research believes that fundamental, valuation, and technical factors form the basis of a sound investment decision-making process. While few think of Rock Paper Scissors as a sophisticated framework, the interdependencies of the three factors and the multiple scenario outcomes lead to a complex model for making decisions. |
 | The Search for Income The Search for Income publication is a quarterly guide to LPL Financial Research's best ideas for income producing securities and strategies. This publication offers active and passive income suggestions from our current mutual fund recommended list, along with suggested exchange-traded funds (ETFs). Many of the asset classes/sectors can be used individually or in a diversified portfolio and several are currently employed in our model portfolios. |
 | Current Conditions Index The CCI is an objective and transparent real-time measure of conditions in the markets and economy. We have redefined the CCI relative to a range of market and economic conditions rather than our expectations. These conditions range from Strong Growth on the positive side to Crisis on the negative side. |
 | Bond Market Perspectives This publication will be a weekly client approved update on major news and themes driving fixed income markets and how it affects your client portfolios |
 | The White Paper From the desk of Chief Investment Officer and Research Managing Director, Burt White, The White Paper offers insight in to the current economic climate and ongoing market events. |
 | Market Insight Market Insight is a bi-annual review of the world's capital markets written by the LPL Financial Research team. Published in the third week of April and October. |
 | Weekly Market Commentary The Weekly Market Commentary provides the LPL Financial outlook for the financial markets through timely insights focused on identifying, evaluating, and capitalizing on the risks and opportunities in domestic and global capital markets. This publication is authored by Jeffrey Kleintop, CFA, the LPL Financial Chief Market Strategist. |
 | Weekly Economic Commentary Weekly Economic Commentary provides a recap of the previous week's hot topics and an outlook of upcoming events. |
 | Sector Strategy Sector Strategy is a quarterly publication authored by Jeffrey Kleintop, CFA, LPL Financial Chief Market Strategist. This publication shares the LPL Financial outlook for the ten sectors of the U.S. stock market. |