LPL Trust Unit Aims to Boost Sales, Hires
The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.
Forget the TAMP, Pt. 1: It’s Time for the TFPP
The inspiration for today's blog post is the recent announcement that LPL Financial has acquired Veritat. A new option is beginning to emerge: the Turnkey Financial Planning Program.
LPL Unit Buys Veritat, Aims to Bring Financial Planning to Masses
In a rare combination of brains and brawn, LPL’s NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.
Puzzling Over Dodd-Frank, Profiting From Social Networks: July Research—Slideshow
In Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.
LPL, Wells’ FiNet Tap New Execs
LPL FINANCIAL SAID IN EARLY JUNE THAT Dan Arnold, currently head of strategy for the largest independent broker-dealer, had been named chief financial officer of the company, the latest step in a management reorganization that has played out over the last few months.
Seeking Social Media’s Payoff
In less than one year, advisor Elle Kaplan’s “online tribe,” as she calls it, has surged from 10 to more than 2,400 Twitter followers. Not coincidentally, a dozen of them have signed on as clients.
LPL Names Strategy Chief Dan Arnold to Succeed Moore as CFO
Dan Arnold, former head of Uvest, will take over from Robert Moore, now president and COO of the largest independent BD.
Clearing Firms’ Expanded Mission
Financial advisor Bruce G. Allen, who catered to HNW individuals in Denver, staunchly survived the 2008-09 financial crisis and was ready to embark on a growth program — only problem was, he didn’t know how to do that.
For Advisors, Social Media Is ‘Social Capital’: ASPPA 401(k) Summit
LinkedIn specifically, and social media overall, is a way to attract and retain clients at a low cost, said the panel that included Dr. Bruce Johnston, president and CEO of Advisolocity.
LPL’s Kleintop Sees Eurozone Surviving Without Greece: Weekend Interview
Jeffrey Kleintop, chief market strategist for LPL financial, says he believes that a Greek default and departure from the eurozone will not take a terrible toll on markets, because many institutions have had ample time to divest themselves of some of their Greek debt.