Vendor Affinity Program News Today

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Bento addresses wealth transfer and financial literacy while LPL adds tax planning provider and Addepar adds UBS as client.

/PRNewswire/ -- BizEquity, the largest patented provider of online business valuations, announced today that its cloud-based valuation platform is now...

LPL Financial taps SmartAsset for investor prospecting SmartAsset, with a reach of more than 100 million consumers, matches qualified investors who are searching for financial advice. June 3, 2021 2 MINS More than 18,000 independent financial advisers with LPL Financial now have access to SmartAsset’s SmartAdvisor platform that connects validated consumer prospects with advisers across the U.S. SmartAsset announced Thursday that it is a part of LPL’s Vendor Affinity Pr...

LPL Adds Lead Gen Service SmartAsset To Affinity Program SmartAsset is partnering with LPL Financial to offer discounted lead generation tools to the independent broker/dealers advisors. Lead generation provider SmartAsset is now a part of LPL Financial’s Vendor Affinity Program, according to an announcement from SmartAsset. With its addition to the curated network of third-party vendors, SmartAsset joins SmartVestor and WiserAdvisor in offering its lead generation services to LPL-affi...