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Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new research from the TIAA Institute and MIT AgeLab.

Andrew Zea is a Capco consultant based in Chicago IL, with three years of technology experience in software implementation and product management. Andrew's focus is creating efficiencies by streamlining processes, developing innovative technologies, and mapping new ways to use data to drive results.  He has experience leading global agile teams and truly enjoys delivering outcomes across a wide variety of domains and functions. He remains continuously passionate about leading edge trends across technology, data, and customer experience.

Gustavo Oliveira is a Capco Solution Architect passionate about modernizing the financial sector. With 15 years of experience in banking and insurance, he specializes in leveraging new technologies to drive digital transformation. He is a subject matter expert in digital development, identifying leading industry trends across new customer-facing technologies, channel strategy, and UI/UX, all with the central mission to help clients across financial services turn good ideas into great results.

Dan Smith is president & CEO of the Consumer Data Industry Association, or CDIA, a trade association representing the U.S. consumer reporting industry. He has spent the past 30 years involved in consumer-related policy issues including working at the CFPB, Freddie Mac, American Bankers Association and the Consumer Bankers Association.

Industry experts think LPL will have to work hard to retain Commonwealth advisors who were sold on the idea that they'd be working for a "boutique" firm.