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LPL loses a mega-client -- but not to a competitor

The big IBD also confirmed long-whispered rumors that it's begun to offshore some operations

Authors Brooke Southall and Lisa Shidler and Brooke Southall October 31, 2012 at 7:00 PM
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Mark Casady: This is the first time we've ever lost a large client.

Mark Casady

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Dan Arnold



Related Moves

October 3, 2024 at 3:08 AM

Dan Arnold steps down as LPL CEO, under a cloud, effective immediately; Steinmeier steps in as interim CEO

Well-regarded, Steinmeier has been LPL's go to player, after he was promoted to chief growth officer in May

October 1, 2024 at 8:42 PM

April 10, 2024 at 2:54 AM

Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?

With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.

April 2, 2024 at 1:28 AM

See more related moves

Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Private Advisor Group
Specialized Breakaway Service
Top Executive: Frank Smith, Chief Executive Officer



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