Barry spoke with Rich Steinmeier, CEO of LPL Financial, about lessons from his early career at McKinsey, LPL’s $2.7 billion acquisition of Commonwealth and the evolving relationship between AI and financial advice, according to Bloomberg.
Barry spoke with Rich Steinmeier, CEO of LPL Financial, about lessons from his early career at McKinsey, LPL’s $2.7 billion acquisition of Commonwealth and the evolving relationship between AI and financial advice, according to Bloomberg.