LPL Board Names Rich Steinmeier CEO

Published on October 21, 2024

Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.

Continue reading on website
Other news

What Advisors Who Switch Firms Are Really Looking For

October 21, 2024
Advisors gravitate to firms that manage client services more effectively, recruiter Dave Glaser maintains.      Related StoriesBob Doll: 'Buy High, Sell Higher' in This Risky MarketWhat If Your Wealthy Clients Get Robbed?Schwab to Replace Its Advisor Robo Offering

Managing Domesticated Former Foreign Trusts

October 21, 2024
Strategies to mitigate accumulation distributions of UNI.