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Articles tagged "Victor Fetter"


Anthony Perkins: When they started poaching from Morgan and Merrill, I started to take notice.

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors
The No. 1 IBD has miles to go in its mission to strip down and rebuild its once 'pretty horrible' platform but CIO Victor Fetter says dramatic changes are already evident

Monday 8.31.15
Tech boss Victor Fetter claimed LPL had effected 1,500 improvements in its technology this year, many regarding its tee-up of ClientWorks.

LPL Financial tosses its sales pitch to 7,000 in its HQ city of Boston
The only constant for LPL is Mark Casady and change as the broker-dealer slogs to the far shore from the 'messy middle'

Thursday 7.30.15
Joe Mrak: Envestnet tried to get more into our market and we're going to go right after them.

Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights
The 'it' factor of the 2007 start-up was its revamped Sungard orphan software with LPL, Pershing and Cetera as anchors

Wednesday 9.17.14
Mark Casady: We are standing on the threshold of a new era.

LPL Financial is dumping North Carolina as a headquarters, moving south to make room for 1,800 more employees
The Boston-, Charlotte- and San Diego-based broker-dealer is constructing a giant office-park eco-building

Monday 6.16.14
Victor Fettter: We believe there's a special sauce that LPL can provide and I don't think there's one size fits all.

Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting
The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent

Monday 4.21.14
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
Victor Fetter will be the face of LPL's technological skunkworks in North Carolina

LPL poaches top Dell exec to rewire outsourcing and head hundreds in new technology 'town'
Victor Fetter is reporting directly to Mark Casady and will help hire 60 techies in the next 45 days

Friday 12.14.12

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