LPL Financial said Thursday that it had hired Julian Lopez, a 23-year veteran of Charles Schwab and Schwab Advisor Services, to serve as executive vice president for independent advisor services relationship management.
Lopez will focus on building sustainable and systematic strategies to deepen relationships with LPL’s independent advisors, according to a statement from LPL.
He reports to Matt Enyedi, the firm's managing director of client success.
Lopez held several leadership roles at Schwab and most recently was managing director of its relationship management team.
Prior to Schwab, he worked in business development at CyberTrader, which Schwab acquired in 2000.
At LPL, Lopez is succeeding Angela Xavier, who is moving to lead the new client success, innovation and delivery team, according to LPL.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
