LPL Expands Partnership With Anthropic For Advisor AI Integrations

LPL Financial expanded its relationship with Anthropic on Tuesday to integrate Claude AI plug-ins across its network of more than 30,000 financial advisors, the firms said. Orion Advisor Technology also announced it will incorporate Anthropic’s new plug-ins into its wealth-management platform. The moves aim to give advisors customizable, compliance-controlled AI tools built on client data while the industry watches advisor-value impacts.