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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- ACQUIRE
- Advisor Proposal Generator
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LPL Rolls Out AdvisoryWorld Proposal Tool
Less than two months after buying the tech firm AdvisoryWorld for $28 million, LPL Financial says it is giving its 16,000-plus advisors access to a proposal generation tool on its ClientWorks platform. “We see this as …
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- ACQUIRE
- Advisor Proposal Generator
- LPL
LPL Advisors Gain Access to AdvisoryWorld’s Proposal Tool
Advisors at LPL Financial can now access an investment proposal tool that the largest independent broker/dealer promised to them following a strategic acquisition. In December, LPL acquired the technology company AdvisoryWorld for $28 million in cash to …
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- ACQUIRE
- Advisor Proposal Generator
- LPL
AdvisoryWorld Acquired by LPL Financial
AdvisoryWorld, a leading software provider for financial advisors, today announced that it will be acquired by LPL Financial Holdings Inc. (NASDAQ: LPLA), the corporate parent of LPL Financial LLC. LPL Financial is a leading retail …