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Rise of the Robos

Despite all the talk about Robo Advisors and automated investing platforms, I am a firm believer that there is no substitute for a real, live advisor.  Having said that, technology is rapidly changing the the financial services industry and for the better.  In the last year I have incorporated the risk assessment tool Riskalyze and AssetMark’s Portfolio Engine into my practice.  Both tools allow me to create, analyze and compare portfolios and help clients better understand their investment choices.  For a taste what I’m talking about, click on the Riskalyze button below. My goal for 2017 is to add a client account aggregation tool that clients can use as a single portal to view all of their financial information in one place. Stay tuned.


About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

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