Andy Kalbaugh, managing director and divisional president of national sales and consulting at LPL Financial, will retire at the end of the first quarter of 2021. The firm will conduct an external search to identify a new senior leader to join its management team, LPL said in a release.
Kalbaugh joined LPL in 2007 following its acquisition of Mutual Service Corp. He served as executive vice president of business consulting for independent advisor services and was named managing director in 2011.
In his current role, he is responsible for the long-term growth and retention of LPL’s financial advisers and institutional clients.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
