In the News

New Day at LPL? 20 Advisors Describe Changes Under Dan Arnold

September 4, 2018 – Financial Planning
Advisor Laura LaTourette noticed the difference in two panels on inclusion and diversity at LPL Financial’s recent Focus conference.
“I have never seen ‘LGBT’ written on anything when it came to LPL,” says LaTourette, who is a lesbian. “For me, that was just so empowering.”
For major office of supervisory …

‘Approachability’ continues to be the one-word descriptor of what separates good RIAs from the ones who struggle

March 23, 2017 — 3:45 PM EDT by Guest Columnist Abby Salameh – – Money is a prickly topic so channeling your inner porcupine, leaving people hanging by the receptionists desk and delivering monologues about smart-beta is dumb.
Brooke’s Note: This article is about RIA approachability. All things equal, it might be all that matters. …

Marketing with Purpose: Q&A With Private Advisor Group’s Abby Salameh

Abby Salameh, the chief marketing officer for Morristown, N.J.-based Private Advisor Group, discusses the rise of digital channels, challenges in financial services marketing and using marketing communications as a force for good.