independent broker/dealer

February 12, 2019

LPL Financial Launches New Goals-Based Tool in Ongoing Development of Fully Integrated ClientWorks Connected

LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced the launch of Client Goals, a new goals-based tool within ClientWorks that enables […]
November 7, 2018

MyRepChat to Provide Compliant Text Messaging Capabilities for Lincoln Investment

Lincoln Investment, an independent broker/dealer, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text messaging capabilities. The service […]
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