Events

Optimizing Your Portfolio Management Process

Learn about the tools and enhancements across the LPL advisory platforms that you can use to streamline your portfolio management process using models. We’ll discuss the available trading tools that can help you scale your approach, as well as new risk scoring capabilities, which can give you more insight into your portfolios and help you explain risk to clients. Using models and these capabilities can save you time, reduce regulatory risk, and allow you to grow or better maintain your book of business. This panel-led discussion will include experts in: rep-as-PM trading, centrally managed platforms, portfolio construction, and wealth management.