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What LPL's recruitment of a $2-billion beehive of NPC advisors says about its new sweet spot in the industry

Joe Russo's choice reframes LPL's identity from a conventional IBD to a central bureau that can serve the regional advisor-servicing companies in a growing number of instances

Friday, August 3, 2012 – 5:22 AM by Brooke Southall
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Joe Russo: We needed to get our minds around the changing state of affairs.

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January 6, 2022 – 6:21 PM

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

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Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold

Independent Financial Partners
RIA Serving Other RIAs
Top Executive: William Hamm




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