Supercomputer can sort through vast amounts of information, giving advisers more time with clients.
LPL's chief executive discusses where the firm stands in key areas such as launching a bank, its technology and regulation. <b>Also: <a href="http://www.investmentnews.com/article/20130819/FREE/130819915">Read more about LPL's tech advances.</a></b>
LPL Financial sets major upgrades to its technology platform, ranging from mobile access to website branding, and portfolio re-balancing and trading. Good news for advisers: the firm cut prices.
The types of applications most commonly used by advisers
Free web-based version of popular program due out this summer
Phil Cunningham joins firm that is behind NaviPlan and NaviPro.
Calculating optimal portfolio allocations requires a combination of art and science, or truly, opinion and software.
United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and manage documents in the cloud.
Understanding someone's technology explains more about their business than AUM ever could.
Jazz up plain-vanilla PowerPoint slides with video, graphics.
Computers and the internet have changed everything, not only for us but for the “NextGen” as well.
Whether it's the time you spend or the content you post, you need to think long and hard before jumping in.
New report finds the high-net-worth clients would rather communicate the old-fashioned way.
LPL service will allow retirement plan sponsors to shed participants who can't be located or who are nonresponsive.
When it comes to LinkedIn, regulators have become "misguided helicopter parents that will not let our industry mature and grow," according to blogger Matthew Halloran
Revamped portal allows planners to talk among themselves.
FMB Wealth Management is offering entrepreneurs a crowdfunding platform that provides access to big-money accredited investors whose deep pockets can make a difference for startups.
