chartexchange

The Future of Financial Advice: Masters in Business with Rich Steinmeier

Bloomberg | Oct 30, 2026 5:14 PM EDT

Barry speaks with Rich Steinmeier, CEO of LPL Financial. They discuss his early career learnings at McKinsey. They also discuss LPL's $2.7 billion acquisition of Commonwealth, and the evolving relationship of AI and financial advice. (Source: Bloomberg)

Read original article