LPL Taps Bill Morrissey to Lead Advisor Services
Bill Morrissey, head of business development, replaces Derek Bruton, who retired recently after the IBD raised concerns over his "interactions with other employees."
Camp’s Tax Plan Unlikely to Pass but Sure to Ignite Debate
Though Rep. Camp's tax plan is highly unlikely to become law this year, retirement planning advocates weighed in.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
LPL Financial Focus13 Conference to Unveil New Mobile Apps
IT industry veteran and LPL CIO Victor Fetter is busy tweeting about the giant IBD's tech developments and launches planned for Focus13.
LPL Names Russell’s Parker to Lead Investment and Planning Solutions
Parker will be based in San Diego and report to Robert Moore, the firm’s president of advisor and institution solutions.
Top Posts at Broker-Dealers See Big Changes
LPL, Morgan Stanley and Raymond James all announced big moves recently.
FSI Names Derek Bruton, Seth Miller to Its Board
The independent BD association names replacements for Bill Dwyer of LPL and Jim Livingston of National Planning Holdings.
As LPL’s Dwyer Steps Down, Moore Steps In
After 20 years, the executive leaves the IBD’s sales efforts in the hands of the Advisor & Institution Solutions president.
Advisors Big and Small Hitch on to Branding Trend
From LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.
LPL, Country’s Largest IBD, Grapples With Its Own Success
While LPL, which reported earnings Wednesday, may lay off workers in some areas, its tech and research units are hiring as the IBD seeks selective growth.