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SAN DIEGO, Dec. 13, 2023 (GLOBE NEWSWIRE) LPL Financial LLC (Nasdaq: LPLA) today announced Amy Philbrook has joined the firm as Executive Vice President and Head of Service. Philbrook ....
Industry Veteran Amy Philbrook Joins LPL as New Head of Service streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.
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401(k) record keepers bullish on post-COVID opportunities Industry consolidation, financial wellness, data and new ways to work in the pandemic reality were among things on attendees minds at the latest RPA event December 21, 2020 3 MINS Of the various segments of the defined-contribution industry, record keepers are the most mature, consolidated and powerful. Advisers are closer to the clients, but record keepers own the data and provide the platform to reach them. Leaders of the top record keepers attending the RPA Convergence Roundtable and Think Tank Dec. 14 and 15 shared what is on their minds in the current environment. PARTICIPANT EXPERIENCE There has been a shift from providing a service to creating an experience for plan participants, said Mike Domingos, head of sales and strategic relationships at Prudential Financial. ....