Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.
While LPL has had a custody offering for more than a decade, the firm has spent the past two years investing in it and making it more attractive to fee-only advisors. Now the firm is ready to take it to market with hopes its 'white-glove' service...
Goldman Sachs has been quietly building RIA custodial services behind the scenes, with big-name hires and plenty of resources; but can it overcome its Wall Street heritage to appeal to independent advisors?