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As era ends, Bill Morrissey steps down to make way for younger exec who leaves job as UBS's digital guru

Nobody sold more advisors to join a broker-dealer than Morrissey but the post-Mark Casady game has changed, making Rick Steinmeier's hire timely for LPL CEO Dan Arnold

Author Brooke Southall June 25, 2018 at 4:48 PM
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Bill Morrissey's imminent departure became an open secret after he helped oversee a sales blitz targeting Kestra, Ameriprise and Cetera.

Bill Morrissey

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Rich Steinmeier



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May 22, 2020 at 1:13 AM


Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold



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