Behind The Breakaway

Episode 23 - Let's Talk: LPL & Commonwealth Deal With Special Guest, Jason Wenk | Behind The Breakaway


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In this episode, we discuss the breaking news of LPL Financial's acquisition of Commonwealth. Jason Wenk, CEO and Founder of Altruist, joins the Behind the Breakaway podcast to share his perspectives on the merger's impact on the financial services industry, particularly for Commonwealth advisors. We also delve into the challenges that Commonwealth advisors might face with technology and platform changes and explore the broader implications for the wealth management sector. Tune in for an insightful conversation about the future of financial advisory firms and the evolving landscape of financial technology.

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Behind The BreakawayBy Uptick Partners

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