A New Customer Experience Model in Financial Services

Trilogy Financial, with over $2 billion in client assets one of the largest financial planning firms affiliated with National Planning Corp., said on Thursday afternoon it was joining LPL Financial.

LPL in mid-August said it acquired the assets of National Planning Holdings Inc., an independent broker-dealer network with 3,200 advisers and $120 billion of client assets. The firms in the NPH network are: National Planning, Invest Financial Corp., Investment Centers of America Inc. and SII Investments Inc. Combined in 2016, they generated $909 million in revenues, according to InvestmentNews data.

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Irvine, California‑based Trilogy Financial launched Trilogy Tax & Consulting, an affiliated company that will provide tax preparation and consulting services for its clients.

Trilogy said the affiliate would help its advisors connect clients with tax professionals, identify tax planning opportunities and integrate tax mitigation strategies into financial plans. The firm said the services are intended for individual, family and business‑owner clients.

“We are excited to continue building out our capabilities available through our affiliated businesses with the addition of our new tax and consulting offering,” said Jeff Motske, Co‑Founder, President and CEO of Trilogy Financial. “As clients’ financial lives become increasingly complex, it is important to provide services beyond traditional investment management.”

Founded in 1999, Trilogy has 10 regional offices and more than $5 billion in advisory and brokerage assets.

In March 2024, Trilogy announced an investment by Toronto‑based private equity firm Peloton Capital Management.

“The launch of Trilogy Tax & Consulting reinforces our ongoing focus on partnership, organic growth and delivering differentiated resources to help advisors better serve clients,” Motske said. Read more here.