Amy Philbrook News Today

SAN DIEGO, Dec. 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced Amy Philbrook has joined the firm as Executive Vice President and Head of Service. Philbrook

401(k) record keepers bullish on post-COVID opportunities Industry consolidation, financial wellness, data and new ways to work in the pandemic reality were among things on attendees minds at the latest RPA event December 21, 2020 3 MINS Of the various segments of the defined-contribution industry, record keepers are the most mature, consolidated and powerful. Advisers are closer to the clients, but record keepers own the data and provide the platform to reach them. Leader...