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LPL Financial tries to solve two 'digital' problems with one new hire; the broker-dealer admits high 'friction' with clients for onboarding and matching them to the right annuity

Ashish Braganza puts LPL in to the data game but critics wonder whether the belated hire comes with too small a budget and team

Author By Lisa Shidler July 25, 2019 at 6:18 PM
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Ashish Braganza got a crash course in investments at OppenheimerFunds. Before that he spent five years at Lenovo, which took fading brands like Motorola and IBM PCs and built them back into world beaters.

Paul Nalbandian

Paul Nalbandian

July 29, 2019 — 3:36 PM
A step in the right direction following the AdvisoryWorld purchase and integration onto the ClieintWorks platform. Now how about LPL Research opinion on Annuities and inclusion of annuities in model portfolios. A much needed and well over due step.

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February 23, 2023 at 8:14 AM

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

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See more related moves

Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold



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