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Cetera raises its strategic profile to 'baby LPL' status with MetLife deal

The size of the insurance-IBD roll-up has moved it into a realm between boutique and biggie

Author Brooke Southall April 8, 2013 at 4:15 AM
2 Comments
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With MetLife playing an air game, Cetera was happy to buy up Snoopy's ground game.

Barnaby Grist

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Chip Roame


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Related Moves

November 6, 2024 at 5:06 AM

Dan Arnold is gone as LPL CEO, but his leverage to negotiate a settlement is apparent as LPL tells SEC it is deferring exercise of 'automatic forfeiture' of some vested options

Analysts stunned, seeking further clarity from LPL on future leadership, are reassured by company that 'no further shoe will drop'

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

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

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame



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