LPL Financial

Published

Aneri Jambusaria, CFP and Chief Wealth Officer at LPL Financial (NSDQ: LPLA), sits down with Nasdaq's Kristina Ayanian to discuss LPL’s next phase of growth, the firm’s investments in advisor support, and how it’s navigating major shifts in the wealth management landscape. She also shares insights on personalization, generational wealth transfer, and how LPL blends technology-driven scale with human-centered advisor-client experiences.

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