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LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors

The No. 1 IBD has miles to go in its mission to strip down and rebuild its once 'pretty horrible' platform but CIO Victor Fetter says dramatic changes are already evident

Monday, August 31, 2015 – 6:19 PM by Lisa Shidler
Admin:
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Anthony Perkins: When they started poaching from Morgan and Merrill, I started to take notice.

LPL

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T3

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FPPad


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Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein




Stephen Winks

Stephen Winks

August 31, 2015 — 8:56 PM

Technology is the key to universally needed advisory services innovation. By definition advisory services innovation looks nothing like brokerage technology which is why technology is the Achilles Heel of Wall Street, as it adds unnecessary complexity. Hopefully Perkins has an open mind and is not too committed to conventional brokerage as a new highly disruptive advisory services technology is in great demand and will win massive market share in the best interest of the investing public. A simplifying authenticated prudent investment process is the key to unlocking market share in concert with advanced technology will trigger a Renaissance in Advisory Services..

SCW
Stephen Winks

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