Navigating The Financial Advisor Desktop by Copytalk

Presented by

Maree Moscati, CEO, CopyTalk | Doug Wardley, VP, Product Strategy, LPL Financial

About this talk

Technology, advice, and financial planning intersect on the financial advisor digital desktop. This rapidly changing desktop gives advisors the tools they need to better manage their client's portfolios, facilitate communications and have more data/analytics at their fingertips. However, there are challenges in planning for future functionality while managing risk/compliance and adhering to new regulations like Reg BI. This dynamic time has created the opportunity for platforms to determine what the advisor desktop should look and how it should function. Copytalk's monthly webinar series Navigating The Financial Advisor Desktop will feature industry experts providing insights into the evolving advisor experience and opportunities for technology to complement the human side of advice. Please join on on February 25 at 11am ET for a conversation with Doug Wardley, VP of Product Strategy for LPL Financial , hosted by Copytalk's CEP Maree Moscati, CTPRP.

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