Rodriguez will run advisor technology, platform integration and AI at the $19.1 billion RIA.
Choreo hired Gabriel Rodriguez, formerly the executive who oversaw ClientWorks, LPL's advisor workstation, as chief technology officer.
He will run advisor technology, platform integration and AI at the $19.1 billion RIA.
Reported by PWD Editors from Private Wealth Daily moves coverage and Private Wealth Daily moves coverage. Published . Corrections
Kevin Johnson and Ryan Bauer join the $1.86 trillion asset manager; the larger field sales and specialist hiring push is not yet complete.
Rodriguez oversaw LPL's ClientWorks advisor workstation and will run advisor technology, platform integration and AI at Choreo, the $19.1 billion RIA.
LPL and Schwab each fell more than 6% on September 23, and the same day's deals show three buyers moving to own the client record before the cash can.
Credit interval fund repurchases absorbed 79% of gross sales, and credit tender-offer fund net sales fell 15% to $1.8 billion, Stanger data show.
Louis Diamond says paying a group to stay before it leaves differs from deferred compensation, and other firms may follow.
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