LPL shows flashes of its new image at Financial Masters 2013
Mark Casady talked up a more 'personal' approach and Robert Moore suggests an increased focus on the high net worth market
Elmer Rich III
Sounds like a very smooth promotional set of presentations to institutional investors. Good job that. So this sounds like a well organized and funded strategy for our market. Doesn’t seem like any important area is left out. Will be interesting to see the results.
Wonder what/where “...the richer areas of the brain…” are? We question whether marketing speak is appropriate for B2B and financial services, e.g. notions of brand, consumer feedback, etc. — financial services are about as far away from “soap” as anyone can get.
Anony Muss
Those guys must be selling a lot of high-commisssion insurance….
Related Moves
Burt White is busy re-staffing Carson Wealth with trusted non-Carson executives but the new CEO is caught in classic Catch-22 as villain and white knight in alleged sex assault suit
The case raises questions about the perils of how RIAs deal with sexually charged allegations in the financial services workplace.
April 26, 2024 at 2:50 AM
Ron Carson is out as Carson Wealth CEO three years after Bain buys a big stake and subdued asset growth persists; Ron Carson pivots life toward leading a 'movement'
The majority owner of the $35-billion RIA remains chairman but will shift focus to 'humanitarian' concerns
April 10, 2024 at 2:54 AM
Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.
April 2, 2024 at 1:28 AM
Mark Casady is under the gun to spend his SPAC's $200 million of cash to avoid October deadline but a recent SEC filing sounds an ominous note after CEO departs
Lefteris reports that Jon Isaacson is taking over as CEO from Karl Roessner, the 'natural choice' to make a deal, according to Casady, though it's down to a few weeks
September 29, 2022 at 1:24 AM
See more related moves
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
