Subscribe

Trust & Will forges strategic partnership with LPL

The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.

Trust & Will, a leading digital estate planning and settlement platform in the US, is taking a huge leap forward with its latest partnership.

The wealth technology provider announced Thursday that it has entered into a strategic relationship with LPL Financial, the nation's largest independen

Subscribe or log in to read the rest of this content.

Related Topics: , , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Biden White House wipes student-debt slates clean for art school victims

The Biden administration has cancelled $6.1B worth of loans for 317,000 Americans who were deceived by the Art Institutes.

DOL’s fiduciary rule faces first legal challenge

Lawsuit filed in Texas federal court argues that the agency “has exceeded its authority,” acting inconsistently with ERISA’s intent.

DOL urged to refresh guidance for target-date funds

New report argues the guidelines, developed more than a decade ago, must be updated to better reflect current landscape of 401(k) plan options.

What are asset managers doing about DEI?

Inaugural report covering 1,200 firms shows adoption of formal DEI policies, recruitment programs, and best practices to tackle representation gap.

Private Advisor Group expands in Tennessee

The independent RIA bolsters its community in the East Coast as it welcomes former Edward Jones advisor.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print