LPL Financial has unveiled enhanced technology tools to improve the adviser and investor experience, while strengthening its wealth management solutions offering, according to a release.
“As the need for personalized financial advice grows, advisors are seeking ways to manage this demand while maintaining high levels of client service,” said Greg Gates, managing director, chief technology and information officer. “Our role to help enable their success is to bring innovative ways AI can transform how we all work, ensuring our advisors’ time is prioritized for client engagement.”
Financial advisors are bullish on artificial intelligence tools that could help them gain more insight and become better informed and more efficient in their role. Nine out of 10 financial advisors believe AI can help grow their book of business organically by more than 20 percent, according to the 2024 Accenture AI in Wealth Management Report.
Gates added, “As AI capabilities
