Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief

Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief


Episode 2 – The Evolution of LPL’s New Affiliation Models –– With Marc Cohen

May 07, 2021

In this episode, David Armstrong, editor in chief of WealthMangement.com, speaks with Marc Cohen, executive vice president of advisor business at LPL Financial in San Diego.  David and Marc discuss how LPL Financial is enhancing the business to appeal to independent advisors, the expansion of their custodial platform and services for fee-only advisors, and the … Continue reading Episode 2 – The Evolution of LPL’s New Affiliation Models –– With Marc Cohen →