The firm's head of Investor and Investment Solutions, who helped oversee the transformation of LPL's tech stack, said he would be retiring in March 2022.
Advisors with pro bono clients will get free access to certain Orion Advisor Solutions services, including account aggregation.
Matthew Enyedi, managing director at LPL Financial, describes the many ways in which LPL assists its advisors to run their businesses more efficiently.
The popular technology conference will be moved to the spring amid Delta variant fears, increased hospitalizations and travel restrictions.
While policies may bar firm executives from discussing firm-related business in online forums, adherence is another matter.
Both firms revealed plans for compliant text messaging launches at the 2021 AdviceTech.LIVE virtual conference.
The Wave NFT Fund will be structured as a three-year closed-end fund, offered via private placement to accredited investors in the U.S. and qualified investors internationally.
The acquisition will add digital teaching and coaching features to the firm's sales enablement and marketing platform.
