BOSTON — Advisers must use automation and behavioral management alongside portfolio and planning services to be competitive in the future, according to LPL CEO Dan Arnold.
“If you’re providing [all three] then your pricing is going to be a whole lot stickier,” Arnold told reporters on Monday at the annual Focus conference.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access