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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 Program, which is a network of third-party vendors that have agreed to provide their products and services to LPL advisers at discounted prices. SmartAsset, with a reach of more than 100 million consumers, matches investors who are searching for financial advice with advisers. Advisers can select the geography and asset tier of prospects that they choose to work with. LPL Financial-affiliated advisers will also have access to SmartAsset’s Live Connections service ....
Adapt and Survive: 2020 Forces Adviser Embrace of Digital Tools Advisers were quick to embrace new digital tools this year, new research shows. Firms tried a number of tactics to get everyone on board. December 14, 2020 3 MINS Whether they wanted to innovate – or a pandemic forced their hand – advisers made a great leap forward embracing digital marketing tools in 2020. Forty-two percent of advisers have used a new digital marketing or technology tool for the first time this year, while 88% have expanded the use of at least one tool, new research shows. The findings are part of an ongoing research project between Transamerica and ....