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Mark Casady settles the question of whether LPL will start its own robo-advisor

In the wake of the aborted NestWise effort and a quieter robo rollout by his firm, the LPL Financial CEO doesn't buy the economics of the opportunity

Author Brooke Southall February 26, 2015 at 12:15 AM
2 Comments
no description available
Mark Casady: I think one or two of these robo-advisors will survive.

Robo-Advisors


Kartik Srinivasan

Kartik Srinivasan

February 26, 2015 — 2:42 AM

Schwab called it a $400 Billion opportunity, not million.

brooke southall

brooke southall

February 26, 2015 — 3:38 AM

Thank you, fixed.


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LPL Financial
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Top Executive: Dan Arnold



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