In the fast-changing world of wealth management, leaders need innovative ways to stand out and prosper. To remain competitive, attract talent, and fuel growth, firms need a modern strategy and approach. So, what does this look like?
In this episode Bruce Kelly sits down with Ken Hullings, EVP – Institution Solutions at LPL Financial to uncover how firms can set themselves apart from the competition and better serve their clients. Don’t miss out – hit play now.
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Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
