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Articles tagged "Mark Casady"


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Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].

LPL's RIA assets skyrocketed in 2012

Outsourcing is are still on the agenda though the CFO categorically denies advisor-facing jobs will be lost

February 6, 2013 at 6:47 PM

Victor Fetter will be the face of LPL's technological skunkworks in North Carolina

LPL poaches top Dell exec to rewire outsourcing and head hundreds in new technology 'town'

Victor Fetter is reporting directly to Mark Casady and will help hire 60 techies in the next 45 days

December 14, 2012 at 5:57 AM

Scott Collins: Some of these large firms found the holes and exploited them.

LPL reaches hard-won agreement to rein in bonuses to big advisors that had proved to be overly generous

OSJs were riding high on incentive systems designed more for solo practices

November 2, 2012 at 4:54 AM

Mark Casady: This is the first time we've ever lost a large client.

LPL loses a mega-client -- but not to a competitor

The big IBD also confirmed long-whispered rumors that it's begun to offshore some operations

October 31, 2012 at 7:00 PM

Nathan Sonnenberg is the first member of the Fortigent executive suite to depart since the firm was bought by LPL five months ago.

Two top Fortigent talents leave in the same week as industry-watchers ask: Was it them or was it LPL?

The LPL-owned investments outsourcer may not replace CIO Nathan Sonnenberg and alternative investments director Robert Mileff

August 30, 2012 at 4:59 AM

Sallie Larsen: It's critical in shaping our culture.

LPL Financial hires a hiring, retention and culture czar

Sallie Larsen will report directly to Mark Casady in her role as chief human capital officer

May 17, 2012 at 4:52 PM

Mark Casady is taking his most proven talent and giving her a challenge with a potentially momentous payoff.

LPL cannibalizes executive talent and launches mass-market entity

If anyone can crack the uncrackable low-end market, it's Esther Stearns, analysts and headhunters say

April 19, 2012 at 4:35 PM

Robert Moore: We like transparency.

LPL sees bright spots amid sideways 4Q earnings report

The firm is buoyed by increase in advisors, a perceived edge in the 401(k) segment and interest generated by the Fortigent deal

February 8, 2012 at 5:36 AM

Mark Casady and other LPL execs were front and center at the exhibit hall available to talk to advisors.

Six important things I learned about LPL at its focus11 conference in Chicago

Amid market madness, LPL announced that it had a rollover plan, gave its blessing to advisors starting their own RIAs and much more.

August 10, 2011 at 4:53 AM

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