This week, AdvisorHub’s CEO, Tony Sirianni talks with Marc Cohen and Gary Carrai, Executive Vice Presidents at LPL Financial. The three discuss packaging a suite of capabilities for advisors, the changing definition of independence, making educated decisions about your practice, and protecting an advisor’s legacy and perpetuating their philosophies.

 

IMPORTANT DISCLOSURE:

The views and opinions by the Financial Professionals are as of the date of the recording. These views may not be representative of the views of other Financial Professionals and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

AdvisorHub is a separate entity from LPL Financial.

MMI/Barron’s Industry Award (2022) – Wealth Management platform of the year: The award honors wealth management firms whose investment advisory platform exemplifies innovation in delivering better outcomes for investors and financial advisors.

Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).

For Financial Professional Use Only.

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