LPL Adds 2 Execs to Fortigent in Reshuffle
Tim Knepp and Matthew Peterson come on board to boost the indie broker-dealer’s high-net-worth platform.
LPL Defends $9M Fortigent Restructuring
The reorganization, whose cost includes $4.5 million in severance packages, will bring "innovation and efficiency" to LPL's HNW offerings, an executive said.
When Bad Things Happen to Good Portfolios—and What to Do About It
Is there a better way? Can the divide between Eugene Fama and Richard Thaler be bridged?
LPL Financial to Acquire Alternative Investment Firm Fortigent
Fortigent will continue to operate autonomously from its Rockville, Md., headquarters and its existing management team will remain in place, reporting directly to Robert Moore, LPL Financial's CFO.
Financial advisors can no longer ignore OTC derivatives, even if they want to. Almost all hedge funds use them, and derivatives have spread into mutual...
Off With Their Heads
If you have clients who are contemplating loosening their grip on a concentrated stock position, you may have already taken a look at the variable...