Horan-Adams manages product execution and operations business management, as well as project management teams, for advisor- and investor-facing solutions tied to LPL’s strategic objectives. She also has leadership roles within Research with oversight of due diligence, investment recommendations, quantitative analytics, and cash and banking offerings.
Before joining the firm in 2006, Horan was a senior analyst with Cerulli Associates. She is a member of the Massachusetts Bar Association and a holder of the Chartered Financial Analyst designation.
What tech-related area is the main focus of your job? My team serves as the product managers to help innovate the technology platforms that enable our financial advisors and institutions to provide wealth management services to their clients in an integrated and efficient manner. This includes a holistic advisor workstation, investment chassis and foundational components, and an end-client portal.
What technology or tech trend are you most bullish on in the short term? The increased value of data — not just as information, but as a strategic asset. This has led to a greater appreciation for the collection and storage of accurate data that can be used in conjunction with machine learning to provide added benefits for advisors, institutions, and end-clients.
And longer term? The continued advancements in machine learning and artificial intelligence.
We believe that we have just started to tap into the potential of these technologies and there is more that can be done to develop capabilities for our firm internally and for those of our advisors and institutions. Effective deployment of these technologies can lead to incredible productivity gains and growth opportunities for us and our advisors and institutions.
What keeps you up at night? Given the world we live in, you have to say information security and privacy.
We need to do all we can to provide security and privacy for our advisors, institutions, and end-clients who access our systems and use our services. However, the other item that is less talked about, but really impactful, is adoption of technology enhancements.