Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
This week’s news includes LPL’s agreement with Simplicity to enhance insurance support for advisors. On the same day as LPL’s announcement, Orion announced an enhanced integration with DPL for insurance and annuity solutions. As technology enhances advisors’ ability to bring these products to clients efficiently, we may see advisors capture more wallet share and better meet client demands for holistic advice through annuities and insurance products.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.