It was definitely the story of the week, month, and probably year. Dan Arnold, regarded as an extremely successful data-driven CEO of LPL, was fired for comments that breached the firm’s code of conduct. Bruce Kelly, InvestmentNews senior columnist, is joined by managing editor James Burton to discuss the ramifications, what it means for LPL, and why the story is likely far from over.
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
