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.
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.