Macro Finance
The Future of Financial Advice: Masters in Business with Rich Steinmeier
Bloomberg Markets·October 30, 2026·1 min read
LPL Financial CEO Rich Steinmeier discussed the firm's $2.7 billion acquisition of Commonwealth and the evolving role of AI in financial advice on the Masters in Business podcast. Steinmeier also reflected on lessons from his early career at McKinsey, balancing growth strategy with technological change in the wealth management industry.
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