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Lincoln Financial Launches Integration Tool for LFN Advisors

Staff Writer | February 10, 2014

Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announces the launch of AdviceNext, an integrated offering that optimizes the delivery of the firm's practice resources, tools, and technology to advisors. LFN advisors will have access to integrated platform tools, expanded practice management capabilities and support, an enhanced managed account offering, and enhanced marketing support.

"AdviceNext embodies our strategy and the investments that we are making to better serve our independent advisors," says David S. Berkowitz, president of Lincoln Financial Network. "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 significant, multi-year investment by Lincoln Financial Network and is also being supported by investment by its clearing provider, National Financial, a Fidelity Investments company. National Financial was selected as the exclusive platform provider for LFN's brokerage, managed accounts, and direct business.

Through AdviceNext, LFN advisors will have 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. LFN is also making significant investments to expand its managed account offerings and provide more dedicated sales support to help enhance benefits for an advisor's practice and clients.

"At Fidelity, we are focused on providing technology that not only helps advisors become more efficient and productive, but more importantly enhances their relationships with clients," says Sanjiv Mirchandani, president of Fidelity's clearing and custody company, National Financial. "We are thrilled to collaborate with Lincoln Financial Network and create a customized tool that integrates into their business"

"We are a leader in the independent advice business and will continue to make significant investments to advance the industry. We are committed to helping advisors grow their practices with the best tools for meeting their clients' needs," says Will Fuller, president of Lincoln Financial Group Distribution, responsible for retail wealth management and intermediary distribution. "We see retail wealth management as a growth business and Lincoln Financial Network is a key driver of Lincoln's overall growth strategy"


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