Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day
June 13, 2025
Audio is streamed directly from the publisher (media.blubrry.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/06/13/ep-292-no-more-swivel-chairs-lpls-ai-driven-push-to-streamline-advisor-workflows-with-kristie-edling-day/">Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails? In this episode with Kristie Edling-Day, CIO for Advisor Technology at LPL Financial, we discuss the real-world challenges and opportunities of scaling […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/06/13/ep-292-no-more-swivel-chairs-lpls-ai-driven-push-to-streamline-advisor-workflows-with-kristie-edling-day/">Ep. 292: No More Swivel Chairs: LPL’s AI-Driven Push to Streamline Advisor Workflows with Kristie Edling-Day</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>