The Future of Financial Advice: Masters in Business with Rich Steinmeier
Barry speaks with Rich Steinmeier, CEO of LPL Financial. They discuss his early career learnings at McKinsey. They also discuss LPL's $2.7 billion acquisition of Commonwealth, and the evolving relationship of AI and financial advice. (Source: Bloomberg)
We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.
