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LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform

LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform
New capability helps give advisors a competitive edge with potential for improved after-tax outcomes for clients CHARLOTTE, N.C., Aug. 05, 2023 (GLOBE NEWSWIRE) — LPL Financial today announced the availability of direct indexing within the firm’s Model Wealth Portfolios (MWP) unified managed account program. The new strategy was announced at LPL’s flagship event for financial professionals, […] The post LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform appeared first on ForexTV... Read More
Posted: Aug 5 2023, 17:00
Author Name: forextv
Views: 022279

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