Listen "LPL retention rundown"
Episode Synopsis
Ian and Sam Bojarski have an extended discussion about Sam's scoop on LPL Financial making a concerted push to convert hybrid advisors onto its corporate RIA. In addition to discussing who wins financially through these conversions, Ian and Sam touch on Sam's brush with fame and King of the Hill.
More episodes of the podcast This Week in Wealth
Schwab takes its ball back, Edelman sputters
17/10/2025
Under the shadow of Ares
10/10/2025
The biggest breakaway (ever?)
26/09/2025
Hightower's next act
18/09/2025
Inside a $60bn RIA mega-merger
29/08/2025
Cresset's institutional play
22/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.