American Century Adds LPL Exec; Lucia Grabs First Allied COO
Adam Sokolic has joined the mutual fund firm, while Tiy O'Neal is now with Lucia Securities.
LPL, Former Exec to Launch Retirement Group
Former LPL retirement head Bill Chetney's new firm will work with LPL’s hybrid RIA platform to boost the IBD’s retirement plan business.
LPL Names Chetney President of Retirement Partners
The unit has picked up some 400 advisors recently, along with powerful partners like Vanguard and New York Life.
Profiles in Leadership: Great Leaders Use Both Sides of the Brain
Throughout his long and innovative career, Bill Chetney of LPL has exhibited three key traits found in many leaders. Read and learn.
LPL Launches ‘Elite’ Retirement Plan Group
“We are really targeting the top 1%, the most elite retirement advisors,” says Executive Vice President Bill Chetney.
Bill Dwyer Makes the Case for Success of LPL in ‘Golden Age of Advice’
LPL’s president of national sales lays out new initiatives in retirement plan advice and service to the high net worth and says the firm is “adding competencies” at a time of economic downturn.
LPL Financial to Acquire Alternative Investment Firm Fortigent
Fortigent will continue to operate autonomously from its Rockville, Md., headquarters and its existing management team will remain in place, reporting directly to Robert Moore, LPL Financial's CFO.
LPL Enhances Marketing Platform for Retirement Partners
LPL Financial announced on Wednesday that it is offering its ClientsFirst marketing platform to advisors served by LPL’s retirement division.
LPL Says Hiring of Ameriprise’s Reich Signals Commitment to Retirement Plan Space
LPL's Derek Bruton says Reich rounds out management team to help its advisors win more 401(k) business.
Follow the Leaders: The 2011 IA 25
In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.