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- ZocksZocks Brings AI-Powered Meeting Intelligence to More Than 32,000 LPL Financial AdvisorsCompanies: LPL FinancialDeep enterprise integrations give LPL and its advisors new AI-powered efficiencies and insights SAN FRANCISCO, October 20, 2026--Zocks , the privacy-first AI platform for financial services, today announced a relationship with LPL Financial ('LPL'), one of the nation's leading wealth management firms
- LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information OfficerCompanies: LPL FinancialJonathan Lewis will lead key technology domains for LPL Financial, including architecture, engineering, infrastructure and development.