Product LaunchLPL Financial LLC·November 12, 2024
LPL Financial Launches AI Advisor Solutions Program to Boost Advisor Productivity
~33%
Financial advisors who say they do not have enough time to spend with clients (J.D. Power 2023)
Key figure from this development
AI Summary
- →LPL Financial has launched a curated program called AI Advisor Solutions, aimed at helping financial advisors maximize their time, deliver personalized client experiences, and leverage data for more sophisticated financial advice.
- →Financial Advisor Satisfaction Study.
- →LPL Financial describes itself as a leader in the wealth management industry and positions this program as a tool to help advisors provide more bespoke and data-driven services.
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Source
GlobeNewswire↗USria independentadvisor productivityai toolsadvisor productivitypersonalized adviceclient experience