ANAHEIM, Calif. -- A year ago, LPL Financial had a technology problem.
The giant independent broker-dealer was one of only two IBDs with double-digit "very unsatisfied" rankings in the Financial Planning Tech Survey published at the end of 2012. When CIO Victor Fetter took the stage at the company's annual meeting in San Diego last summer, he started by copping to a long laundry list of service failings to advisors -- before telling the crowd of 5,700 that LPL had heard their complaints and was working to address them.
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