Rob Pettman, an LPL veteran of 19 years, has joined the technology incubator.

Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.

JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.

The acquisition, Kovair, has a portfolio of products and tools for supporting application and data management.