There's no doubt that the largest IBD in the country is going to have its hands in AI in a number of ways. Financial Planning Chief Correspondent Tobias Salinger sat down with LPL's Rich Steinmeier, managing director and the divisional president for business strategy and growth, to talk about the firm's approach to AI in recruiting, among other things. LPL also posted some big profit numbers in the last week, despite soaring expenses. That, and a couple links to our 40 Under 40 lists, which highlight the top-producing young brokers in the country, all below. Thanks for reading. | | Brian Wallheimer Editor-in-Chief, Financial Planning |
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| By Tobias Salinger 10 min read | The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD. Read story → |
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| | By Tobias Salinger 5 min read | Net income topped $1 billion in 2023 as the firm reached another record headcount and CEO Dan Arnold said there are "interesting questions" to answer about AI. Read story → |
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| | By Editorial Staff , Victoria Zhuang | Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40. Read story → |
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| | By Editorial Staff , Victoria Zhuang | Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms. Read story → |
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| When you consider the countries globally where workers put in the most hours, it's not too a stretch to assume the U.S. is one of them. Read more → |
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| | By Tobias Salinger 9 min read | The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times. Read story → |
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