People Moves Related to "The ABCs of doing due diligence on fixed income annuities"
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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
Jul 25, 2019Ashish Braganza puts LPL in to the data game but critics wonder whether the belated hire comes with too small a budget and team