On Good Friday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of Good Friday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed on Friday, April 3.

Welcome to the LPL Elite Engagement® program

Phase Two: Grow and scale

Scaling advisory with tools and implementation

This phase is all about execution: efficient portfolio construction, implementation strategies and differentiated investment solutions.

INSIGHT

Wealth planning for life events at every stage

Client life events and milestones, like marriage and childbirth, can provide opportunities to forge new client relationships and extend exisiting ones. Learn how you can help your clients navigate situations that can affect their financial well-being.

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ARTICLE

Charitable giving conversation guide

When it comes to charitable giving, choose open-ended inquiries over yes/no questions and fillable fact sheets. Use this list of charitable giving questions to build a strategy that better aligns with your clients’ philanthropic intentions.

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SINGLE SHEET

Key changes from the One Big Beautiful Bill Act (OBBBA)

Understand how key tax changes introduced in the OBBBA can impact your clients — from all investors to high net worth and business owner clients.

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BROCHURE

Portfolio construction insights

Discover Capital Group’s equity and fixed income research, direct analysis of advisor portfolios and implementation ideas for mutual funds, ETFs, SMAs and model portfolio asset allocations. Access the full brochure below or read the key takeaways here.

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BROCHURE

Making portfolios personal: Portfolio consulting and analytics

Get a rigorous review of your portfolio construction concerns. Your personalized report includes an in-depth analysis of your portfolio’s returns, asset allocation, exposures, risk and volatility, correlations and underlying funds.

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GUIDE TO CAPITAL GROUP

American Funds® at LPL Financial

Learn more about Capital Group’s array of investment vehicles and product solutions available to LPL financial professionals.

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Unlock private market investments today

INVESTMENTS

Capital Group KKR Public-Private+ Solutions

Discover interval funds that combine public securities with private market investments, offering the benefits of both.

EXPLORE PUBLIC-PRIVATE SOLUTIONS

Program benefits

Attend six workshops designed to help grow your advisory practice through targeted learning, peer engagement and practical implementation.

  • Transition from brokerage to advisory model
  • Learn how to scale your practice
  • Access coaching and peer insights
  • Earn CE credits

For financial professionals and registered investment advisors only. Not for use with the public.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Capital Group and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.

Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates. Capital Client Group, Inc., member FINRA.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.