Sep 1, 2017
The HighTower Advisors 'for-sale' rumors grow to include a named suitor
Source says Oppenheimer is consummating a deal but observers question how HighTower could graft its roll-up onto the aging B-D
Person
Joan Khoury
11 articles
Articles tagged "Joan Khoury"
Jan 5, 2016
Joan Khoury gets hired as CMO to revive brand of the other Oppenheimer
LPL's ex-marketing chief comes to the long-forgotten wirehouse believing its long history provides grist for a compelling narrative
Jun 5, 2014
LPL's Robert Moore makes his next moves -- and this time Joan Khoury is out
As LPL seeks its voice as a corporation, the company will go a new direction for marketing with reently hired Morgan Stanley and Russell Investments talent
Mar 5, 2014
LPL is taking its elite RIAs and other top producers to Monte Carlo in out-of-beribboned-box move
The broker-dealer's record first time sign-ups show the European haven strikes a chord with Orlando-weary advisors
Aug 29, 2013
LPL flaunts its Dell effect to 3,000 advisors in San Diego at focus13 confab
Newly installed CIO and ex-Dell star Victor Fetter shows he means business at the IBD's annual conference
Mar 19, 2013
LPL shows flashes of its new image at Financial Masters 2013
Mark Casady talked up a more 'personal' approach and Robert Moore suggests an increased focus on the high net worth market
Mar 1, 2013
LPL's marketing destiny got reshaped by a dark horse in a dark room
After several days of dog-and-pony shows by LA and NY-type marketing giants, Bernstein-Rein, inventors of the Happy Meal, went last and crushed it
Mar 1, 2013
LPL's Bill Dwyer decides to call it quits and Robert Moore is taking over his duties
The make-it-happen statesman salesman atop a B2B selling scheme cedes control to a Mark Casady favorite
Aug 29, 2012
LPL showcases some successful, ambitious advisors as the FOCUS 2012 conference wraps up
'King of the world' James Cameron was on hand to talk about the risk of not taking risks and an ex-IMF economist confirmed that there are plenty to go around
Aug 22, 2012
LPL kicks off FOCUS 2012 talking about service for UHNW investors
The big broker-dealer also talks about big 401(k) plans and offers a couple of details about Fortigent
Mar 5, 2012
LPL lures top execs away from Merrill Lynch, MSSB
Such defections from the wirehouse world to the IBD arena would not have happened even 10 years ago, recruiters say
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