Mark Casady quietly became co-founder of venture capital firm and, pre-post-LPL, it's making noise

Perhaps Mark Casady can cross the chasm between conventional brokerage and advisory services. Prudent process (asset/liability study, investment policy, portfolio construction, performance monitor) authenticated back to non-negotiable statutory fiduciary duty (which put financial services back into the financial services business) has largely been ignored by the brokerage industry. Yet it is essential for professional standing and creating a safe environment in which brokers can work in rendering advice. Professional standing in rendering advice is based on statutory duty, not addressing disparate client objectives like education funding or retirement, etc. .Mark can cut through a lot of myths and cultural impediments that impede innovation in ways others cannot. SCW