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With LPL as its new BFF, CONCERT seeks bigger game and more RIAs

San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

Authors Brooke Southall and Dina Hampton and Brooke Southall April 18, 2013 at 6:36 AM
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Felipe Luna: We're moving beyond advisors who just need turnkey.

Mentioned in this article:

Omniscient Enterprise Advisor
CRM Software
Top Executive: Felipe Luna

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