Wealth Solutions Report named Mark Casady its 2026 Person of the Year, recognizing his two-decade track record of shaping the wealth management industry. The feature covers his time as Chairman and CEO of LPL Financial, where he built the infrastructure that made independent wealth management viable at scale, and his current work leading the industry in a new AI-first era as Founder of Vestigo Ventures and Executive Chairman of FMG.
In the interview, Casady discusses how AI is resetting the economics of advice, why organic growth has become the defining challenge for advisors, and how FMG is positioned to help firms compete in a market shifting from platform competition to intelligence and experience competition.
