Michael Kitces #FinTech

Will LPL's back-office technology set a new bar for adviser productivity?

Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more

Aug 22, 2014 @ 10:53 am

By Bill Winterberg

LPL Financial unveils next generation ClientWorks platform for advisers at focus14 annual conference from Marketwatch. LPL Financial, the nation's largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today unveiled ClientWorksSM, a next-generation technology solution for advisers and institutions that will seamlessly integrate and expand its offerings.

LPL Financial announces expansion of CRM offering for advisers at focus14 annual conference through new relationship with Redtail Technology from PRNewswire. LPL Financial, the nation's largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today announced a new relationship with Redtail Technology, Inc.

Laser App software sees continued growth with new custodian and broker-dealer clients from Marketwired. From its 2014 Financial Services Conference, Laser App Software is pleased to announce it has added 40 new customers so far in 2014. The forms-filling and automation management software provider sites the growing need for advisor efficiency as a key driver of broker-dealer and adviser adoption of its solutions.

Fox Financial Planning Network announces new industry white paper: "How to Build a Robo-Shield for Your Financial Advisory Firm: 20 Effective Tactics to Marginalize the Rise of Robo-Advisers" from Marketwatch. Fox Financial Planning Network's new industry white paper identifies ways advisers and institutions will need to enhance their business model and service offering to counteract the threat from online investment advice platforms known as 'Robo-Advisers.'

Plus, here are stories that didn't make this week's broadcast:

The power of marketing videos for financial advisers from GuideVine. Financial advisers are always looking more effective ways communicate with current and prospective clients. Recently, many in the personal financial services industry are turning to video content to showcase their brand and investing approach.

External IT puts Junxure on its virtual desktops from InvestmentNews. External IT has added the office-management software offered by Junxure to the applications it can include within the cloud-based virtual desktops it creates for advisers.

Bill Winterberg is an Atlanta-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.

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