LPL, Wells Fargo execs talk advisor recruiting and more; matchmaking financial advisors to tech solutions
Financial Planning
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WEALTH MANAGEMENT: “The thing that we are trying to work through is that the legacy perception of our firm is that of an independent broker-dealer.”?
In a conversation with FP Chief Correspondent Tobias Salinger , LPL Financial ’s Rich Steinmeier discussed the Prudential move, the firm's approach to AI and the burgeoning tax side of wealth management —?and why he thinks LPL will "come forward with a reimagined, refreshed brand over the course of the next year."
WEALTH MANAGEMENT: Brendan Krebs , the recently appointed head of advisor recruiting at Wells Fargo, thinks the key to success is to ensure newcomers have a great deal of latitude to run their businesses as they see fit.?
In a conversation with FP Reporter Dan Shaw , Krebs discussed how Wells does this through its distinct three-channel structure.
FINTECH: Easing pain points for financial advisors is what Danielle White, CEPA? , CEO of Myriad Advisor Solutions , aims to do for her clients.?
"Just because names are big in this industry doesn't mean they're the best fit. So what we try and do is, almost like a matchmaker solution, give them the best possible approach for what they're trying to accomplish,” said White in this flashback to Future Proof . “We're here to help with that holistic approach and ensure that they're getting the best foot forward in all aspects."
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