LPL Financial has hired Kabir Sethi, formerly head of Merrill Lynch Wealth Management’s digital platforms, as its chief product officer. He will be responsible for LPL’s technology and its wealth management platforms.
In addition, LPL shifted the role of Matt Enyedi, managing director of business solutions, to head national sales and marketing. He will lead the firm’s efforts to grow its relationship with advisers.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.
“The evidence in this case was overwhelming,” says an attorney.
The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
