As era ends, Bill Morrissey steps down to make way for younger exec who leaves job as UBS's digital guru
Nobody sold more advisors to join a broker-dealer than Morrissey but the post-Mark Casady game has changed, making Rick Steinmeier's hire timely for LPL CEO Dan Arnold
Related Moves
Rich Steinmeier power poaches Jeremy Holly, who returns to LPL as EVP to head Dan Arnold-directed 'liquidity' project to buy -- but not hold -- LPL firms
Holly had bolted LPL for SageView with fanfare but he retained a fanbase back in San Diego which dreamed up a dream job for him
July 7, 2023 at 9:36 PM
Bill Morrissey lands as president of Park Avenue Securities signalling parent Guardian Life Insurance may roll the dice on expansion and evolution
The LPL recruiting and development legend may get a mandate to charge up the insurer's middlebrow broker-dealer
May 22, 2020 at 1:13 AM
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold