LPL Financial Holdings Inc at Goldman Sachs U.S. Financial Services Conference Transcript
Okay. Good morning, everyone, and welcome to the 36 Annual Goldman Sachs Financial Services conference. I'm Alex Blostein, and I lead our capital markets research here at the firm. With no shortage of topics to discuss this year, we're privileged to host over 100 companies and nearly 1,000 investors over the next two days. We hope everyone will find this time both informative and productive.
And to kick things off, it's my pleasure to introduce Rich Steinmeier, CEO of LPL. With over $2.3 trillion in client assets and 32,000 financial advisers, LPL is one of the largest wealth managers in the US. Over the course of the first year with Rich at the helm, LPL acquired Commonwealth Financial Network, the largest transaction in the wealth space in quite some time, continue to deliver healthy organic growth and drove innovation to their financial advisers.
We'll spend the next half an hour or so with Rich discussing his vision for LPL as well as his perspectives on the wealth management landscape broadly, welcome. Happy to have you here.
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