Lincoln Financial Network (LFN) has launched AdviceNext, a new integrated platform that expands the delivery of the firm’s practice resources, tools and technology to advisors.
According to LFN, AdviceNext will provide its advisors with access to integrated platform resources, such as its Unified Account Opening tool, which provides straight-through processing and helps eliminate redundancy in data entry for Brokerage, Advisory and Direct business.
Go deeper with GlobalData
LFN said that it will also make significant investments to expand its Managed Account offerings and offer more sales support to help enhance benefits for an advisor’s practice and clients.
David Berkowitz, president of LFN, said: "AdviceNext embodies our strategy and the investments that we are making to better serve our independent advisors.
"By leveraging our core capabilities in wealth planning, investments, retirement, and wealth protection, AdviceNext will enable us to deliver the most comprehensive, independent advice in the industry, ensuring that our advisors can grow their business, effectively manage their practice, and spend more time advising their clients."
AdviceNext represents a multi-year investment by LFN and is also being supported by significant platform investment by its clearing provider, National Financial, a Fidelity Investments company.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
