LPL Adds Tech Consulting, CIO Services
WealthManagement.com
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning.
LPL Financial has added to its suite of business solutions with new services focused on helping the firm’s nearly 23,500 advisors with technology, talent and investments.
The independent broker/dealer recently introduced a new technology consulting service, which will eventually encompass several services. Currently, it’s focused on diagnosing advisors’ tech stacks and helping them get the most value from them. That might include processing client service needs or getting clients invested more efficiently, said Aneri Jambusaria , managing director of LPL Business and Wealth Solutions.
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