Updated Wednesday, July 23, 2014 as of 4:08 PM ET
Practice - Technology
LPL’s Enhances Platform to Take Work Off Advisors’ Plates
Financial Planning
Thursday, July 12, 2012
Partner Insights

When LPL Financial, the nation’s largest independent broker-dealer, sought to improve its highly successful Model Wealth Portfolio platform, its advisors made a couple of requests: make it easier for us to select securities and to rebalance our client portfolios.

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