Andy Kalbaugh, managing director and divisional president of national sales and consulting at LPL Financial, will retire at the end of the first quarter of 2021. The firm will conduct an external search to identify a new senior leader to join its management team, LPL said in a release.
Kalbaugh joined LPL in 2007 following its acquisition of Mutual Service Corp. He served as executive vice president of business consulting for independent advisor services and was named managing director in 2011.
In his current role, he is responsible for the long-term growth and retention of LPL’s financial advisers and institutional clients.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
