-85% p.a.
bt_headshoulder_aapl_returnopt
Introduction to our strategy no description yet Quick Summary Metric Value Return % p.a. -85 Days active 427 …
tickers: LPLA
source: Benzinga
tickers affected by this
| ticker | polarity | why? |
|---|---|---|
| LPLA | positively | The partnership between Wealthbox and Perennial Financial Services, a fast-growing Hybrid RIA firm at LPL Financial, is likely to positively impact the ticker LPLA. This agreement will enhance operational efficiency and client service at Perennial, potentially driving more assets under management and revenue growth for LPL Financial. Additionally, the adoption of a modern CRM solution like Wealthbox can attract more advisors and clients to the platform, further boosting LPL Financial’s market position and shareholder value. |
our strategies and bots using these tickers
None so far…
summary
Wealthbox Secures Enterprise CRM Agreement with Fast-Growing Hybrid RIA Fir
Providence, R.I., March 5, 2025 - Wealthbox, renowned for being the highest-rated CRM software for financial advisors, has announced a significant enterprise CRM agreement with Perennial Financial Services. Perennial is one of the fastest-growing Hybrid RIA firms at LPL Financial over the past four years, based on net new asset growth. The agreement extends Wealthbox’s services to over 40 licensed advisors and support staff at Perennial. This partnership will enable the firm to utilize a modern CRM solution aimed at streamlining operations, enhancing collaboration, and solidifying client relationships. Innovative Features Attract Perennial Financial Services Perennial Financial Services selected Wealthbox for its user-friendly interface, robust workflow automation, and seamless integration with key financial technology platforms. The CRM solution will support Perennial’s advisors in providing personalized, independent financial advice, while simultaneously increasing operational efficiency. “The craving to invest in best-in-class CRM solutions that align with Perennial’s commitment to serving clients with excellence is the core of this decision” said Wealthbox VP of Enterprise Sales, Jomin Bishop. Strategic Benefits at Perennial Financial Services John Petrick, Senior Managing Director at Perennial, highlighted the importance of Wealthbox’s intuitive design, collaborative features, and deep integrations with Perennial’s existing technology stack. The platform will enable advisors to enhance productivity, refine operational efficiencies, and enhance client service. Moreover, this installation is set to multiply professionals at Perennial by having the financial analytics aligned with their financial goals.
