LPL Financial Holdings Inc. is a leading provider of investment and technology solutions for independent financial advisors and institutions. The company's mission is to empower advisors to deliver personalized financial advice to their clients, enhancing their ability to grow and manage wealth. LPL Financial's strategy focuses on offering a comprehensive platform that includes brokerage, advisory services, and technology tools, enabling advisors to operate efficiently and effectively. With a commitment to innovation and client-centric solutions, LPL Financial supports a diverse network of advisors in navigating the complexities of the financial landscape.

LPL FINANCIAL HOLDINGS INC

LPL Financial is making waves in the wealth management sector with a significant leadership shift. The former Chief Product Officer, Kabir Sethi, has been appointed to the board of Zeplyn, a promising wealth tech startup focused on utilizing AI to empower financial advisors. With over 20 years of experience in...

Former LPL Financial Chief Product Officer Kabir Sethi Joins Board of AI Wealth Tech Startup Zeplyn to Drive Innovation and Enhance Advisor Capabilities

Former LPL Financial Chief Product Officer Kabir Sethi Joins Board of AI Wealth Tech Startup Zeplyn to Drive Innovation and Enhance Advisor Capabilities

With Kabir Sethi's transition to Zeplyn's board, the wealth management landscape is poised for a significant shift. Can AI truly enhance the advisor-client relationship while addressing the concerns of next-generation advisors?