'Everything is changing': Edward Jones' CIO Frank LaQuinta on the modernization of brokerage

Welcome to the Tearsheet Podcast. I’m Zack Miller. Online trading platform Robinhood just raised more money at a valuation over $11 billion. Traditional brokerage firms are keenly aware of what’s going on and they’re also undergoing their own dance with digital. Frank LaQuinta, CIO at Edward Jones, joins me on the podcast to discuss how the brokerage firm is positioning itself to provide more modern experiences in branch and over digital, for its 7 million clients as well as for its financial advisors. Frank has had a 30 year career at bulge-bracket firms, so he’s seen up close the impact technology is having on financial services. Frank LaQuinta is my guest today on the Tearsheet Podcast.