Investors Bank, with $600 million AUA, is moving to Cetera for its wealth management business and leaving INVEST, one of National Planning Holdings’ firms acquired by LPL.
Three top executives of leading IBD firms on fixing the fiduciary rule, how the demographic tides are working against them and why they should be more scared of Amazon and Google than each other.
The New York-based bank brings its wealth management program over from Infinex Financial Group.