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Redefining the Relationship Between RIA & Custodians
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing & Practice Management
Course Description

Investor and client expectations are becoming increasingly complex. Similarly, the demand for an excellent, personalized client experience has never been higher. As such, RIAs need to continually evolve their business and custodial relationship – beyond just custody – to include new solutions, technology, and growth support.

This Partner Solutions webinar is sponsored by LPL Financial.

Learning Objectives
  1. Determine the changing nature of the overall custody business in light of continuing industry consolidation
  2. Discover new and effective ways custodians are delivering value and helping RIAs with growth
  3. Learn what the future holds for custody services and fee arrangements with RIAs
Steve Earner

Steve Earner is the head of the RIA custody platform at LPL Financial where he and his team lead the continued development, innovation, and expansion of the LPL RIA custodial offering, providing comprehensive solutions to the RIA community.

Prior to joining LPL Financial, Earner led the strategy and build out of Raymond James’ RIA & Custody Services division and was previously in a role directly supporting the strategic initiatives of their Chairman and CEO. Before Raymond James, Earner held a number of strategic leadership roles in M&A, corporate finance, and portfolio management.
Earner earned his Bachelor of Science in Finance & Economics from Boston College and his MBA from Columbia Business School. He and his family reside in Clearwater, FL.

LPL Financial is a top custodian that’s 100% advisor focused. Unlike other leading custodians, LPL will never compete for clients and has no direct-to-consumer platform. Their only business is helping financial advisors and RIAs succeed. Beyond custody, RIAs have access to experts and resources, including marketing and practice management consulting, to help you grow your business.
Availability: On-Demand
Expires on 12/31/2024
Cost: Member: $0.00
Non-Member: $19.00
Credit Offered:
1 NAPFA CE Credit
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