Ex-Ameriprise Rep Opens TrestleBridge, Affiliates With LPL
Meanwhile, LPL-affiliated Washington Wealth rolls out platform for advisors who want to work remotely.
New Hire Roundup: Clearbrook Names Leslie Billet Managing Director
Deb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.
National Financial Partners Acquired by Madison Dearborn
The private equity investment firm Madison Dearborn will pay $1.3 billion for NFP's stock, representing a 26% premium for NFP's shareholders.
LPL Trust Unit Aims to Boost Sales, Hires
The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.
Wirehouses, Others Actively Attract Reps
In the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.
Top Portfolio Products: Franklin Templeton Adds Portfolio Tool
Private Client Resources and the Argus Research Group form a strategic partnership
LPL Adds $8.2 Billion Credit Union to Platform
LPL, the independent broker-dealer, says it now has over 685 banks and credit unions as clients.
LPL Nabs $1 Billion Group of 50 Reps
Level Four Group, which includes both advisors and CPAs, was formerly affiliated with Lincoln Financial.
New Threshold Wealth Management Focuses on Mid-Range Wealthy
Just below the level of wealthy multigenerational families are private individuals and families who require personalized investment advice and financial planning, but without the panoply of other family office services.
Action Plan: Strategic Planning With Schwab Advisor Services
On a hot, sticky August afternoon in northern Virginia, three Washington-area advisors created their own cool heat inside as they discussed what they learned about themselves and their firms from participating in Schwab Advisor Services’ “Insights to Action” program.