LPL Financial Recognized for Technology Innovation by Bank Insurance Securities Association
CHARLOTTE, N.C., March 21, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that it received a 2023 Technology Innovation Award from the Bank Insurance & Securities Association (BISA) for its proprietary Model Wealth Portfolios, a unified wealth management platform for advisors.
- CHARLOTTE, N.C., March 21, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that it received a 2023 Technology Innovation Award from the Bank Insurance & Securities Association (BISA) for its proprietary Model Wealth Portfolios, a unified wealth management platform for advisors.
- With this award, BISA recognizes firms that help advance the financial services industry through their commitment to technology innovations in products, services and platforms.
- Model Wealth Portfolios is designed to offer financial advisors the flexibility needed to deliver customized investment solutions for clients.
- We’re thrilled to be recognized by BISA for technology innovation on behalf of the financial advisors at the institutions we serve,” said Rob Pettman, LPL Financial executive vice president, Wealth Management Solutions.