LPL Financial Launches Curated AI Solutions for Advisors
November 13, 20247 min
LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated program – AI Advisor Solutions – designed to help advisors maximize their days, deliver bespoke client experiences, and leverage data to provide more sophisticated and personalized financial advice. Nearly a third of financial advisors say they do not have enough time to spend with clients, according to J.D. Power’s 2023 U.S....