LPL has served banks and credit unions for many years, but recently the firm has made a more concerted effort to support these institutions, as it sees growth in this channel. Shawn Mihal, the firm’s new head of institution services, on what LPL’s doing.
During this discussion, you will hear from some of the sharpest minds in the business as they discuss their 2022 outlook after a year of growth and inflation.
Many advisors are coming off their best years ever, driven by increased client demands and a run-up in the financial markets. Yet movement is at record-breaking levels. So why are they disrupting momentum and taking-on the risk and hassle of a move, to change jerseys or break for independence when things are good?
Watch as Ted Schmelzle, Second Vice President, Customer Operations at Securian Financial Group discusses maximizing the pooled employer plan opportunity.
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