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Articles tagged "Joan Khoury"


Joan Khoury: What I'm drawn to here is the ability to create the narrative and the story. This firm isn't as well known but it has good name recognition.

Joan Khoury gets hired as CMO to revive brand of the other Oppenheimer
LPL's ex-marketing chief comes to the long-forgotten wirehouse believing its long history provides grist for a compelling narrative

Tuesday 1.5.16
Joan Khoury will help to transition the people taking her duties.

LPL's Robert Moore makes his next moves -- and this time Joan Khoury is out
As LPL seeks its voice as a corporation, the company will go a new direction for marketing with reently hired Morgan Stanley and Russell Investments talent

Thursday 6.5.14
LPL advisors will join Mario Andretti and other jet-setters on the French Riviera next week.

LPL is taking its elite RIAs and other top producers to Monte Carlo in out-of-beribboned-box move
The broker-dealer's record first time sign-ups show the European haven strikes a chord with Orlando-weary advisors

Wednesday 3.5.14
Victor Fetter: I'm not a fan of PowerPoint promises.

LPL flaunts its Dell effect to 3,000 advisors in San Diego at focus13 confab
Newly installed CIO and ex-Dell star Victor Fetter shows he means business at the IBD's annual conference

Thursday 8.29.13
Andy Kalbaugh and Derek Bruton do a takeoff of an ESPN sports show called “Pardon the Interruption.”

LPL shows flashes of its new image at Financial Masters 2013
Mark Casady talked up a more 'personal' approach and Robert Moore suggests an increased focus on the high net worth market

Tuesday 3.19.13
Mark Casady: They got the tone and pitch right.

LPL's marketing destiny got reshaped by a dark horse in a dark room
After several days of dog-and-pony shows by LA and NY-type marketing giants, Bernstein-Rein, inventors of the Happy Meal, went last and crushed it

Friday 3.1.13
Bill Dwyer is at peace with his decision to leave -- and it was his decision, according to John Hyland.

LPL's Bill Dwyer decides to call it quits and Robert Moore is taking over his duties
The make-it-happen statesman salesman atop a B2B selling scheme cedes control to a Mark Casady favorite

Friday 3.1.13
Winnie Sun: We have doubled the size of our staff and published iPhone and iPad apps for our clients, and we will be starting to post YouTube videos.

LPL showcases some successful, ambitious advisors as the FOCUS 2012 conference wraps up
'King of the world' James Cameron was on hand to talk about the risk of not taking risks and an ex-IMF economist confirmed that there are plenty to go around

Wednesday 8.29.12
Derek Bruton (l.) and his colleagues (Andy Kalbaugh on r.) have implemented home office “Private Briefings” focusing on clients with over $10 million in investable assets.

LPL kicks off FOCUS 2012 talking about service for UHNW investors
The big broker-dealer also talks about big 401(k) plans and offers a couple of details about Fortigent

Wednesday 8.22.12
Joan Khoury: We have flexibility of delivering advice to a broader range of investors.

LPL lures top execs away from Merrill Lynch, MSSB
Such defections from the wirehouse world to the IBD arena would not have happened even 10 years ago, recruiters say

Monday 3.5.12

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