The Applied Finance Group International and LPL Financial Launch Innovative Low-Cost SMA Products

LPL is pleased to partner with AFGi and bring their robust background in quantitative stock analysis to our advisors through separately managed accounts

The Applied Finance Group International (AFGi) announces new strategies available on the LPL Financial Manager Select and Manager Access Select platforms. The goal behind these products is to redefine how model providers interact with advisors and raise the bar in separately managed accounts (SMA) transparency.

“We seek to provide advisors with the opportunity for deep engagement with clients, enhancing the value proposition they provide relative to the growing army of ‘robo advisors.’ The beauty of these products is that advisors can use the models passively or inspect individual holdings in detail through the Transparent Portfolios suite of tools we provide our advisor partners,” says Chris Austin, Marketing Director of AFGi. “Furthermore, we are excited to work with LPL to make our research insights, products and education available to the firm’s more than 14,000 advisors so they can more effectively work with their clients and grow their businesses.”

Steve Snyder, LPL Financial vice president, said, “LPL is pleased to partner with AFGi and bring their robust background in quantitative stock analysis to our advisors through separately managed accounts. We anticipate the new low-cost strategies will be a welcomed addition to our platform for advisors seeking SMAs with a multi-factor investment approach. Investors are increasingly recognizing the benefits of owning individual securities, and we are proud to expand upon the specialized and unique solutions we can offer advisors to serve their clients’ needs through this partnership with AFGi.”

AFGi will begin by offering two…

Read the full article from the Source…

Leave a Reply

Your email address will not be published. Required fields are marked *