LPL Financial tells its faithful in San Diego that a fuller-service, more dependent model will get corporate support
With Philip Palaveev overseeing the project, LPL is working to install more management expertise in the crazy-growth OSJs it both supports and competes with
Large scale support for expert advisory services continues to be a challenge for the independent RIA/broker business model. LPL can either democratize support for expert professional standing or work with each individual advisor staring with its largest advisors.
This is a start, hopefully it will lead large scale expert support for advisory services, leveling the playing field for all LPL advisors. Support is scalable, it is just a function of providing access. The present tact presumes a functional division of labor within a practice rather than helping every advisor elevate their practice to control their threshold value proposition, pricing, margins and professional standing.
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UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 AM
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
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
August 19, 2020 at 2:18 AM
His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth
October 5, 2018 at 7:40 PM
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Top Executive: Timothy D. Welsh
The Ensemble Practice LLC
Top Executive: Philip Palaveev
Private Advisor Group
Specialized Breakaway Service
Top Executive: Frank Smith, Chief Executive Officer