BOSTON –  During an energetic presentation at LPL’s annual Focus conference in Boston, managing director and chief technology officer Victor Fetter highlighted the firm's full-throttle strategy on improving the way its advisors work. To that end, the ClientWorks platform is taking on more importance and will eventually replace the current system BranchNet; and a push for greater accessibility in the cloud is on the horizon.

"Technology is enabling new capabilities that we can only dream about," Fetter said. "But what happens when we use it to its fullest?"

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

Don't have an account? Register for Free Unlimited Access