Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
Even as the number of advisors jumping channels has slowed during the pandemic, it has not stopped independent channels from continuing to attract the most net new advisors, according to new data.
Some advisors were deemed ineligible for the government’s loan program, but it’s unclear why.
'That first night was just agony and screaming, because the body was under attack. But a virus is not going to take me down,' said Kashif Ahmed, a Boston-based financial advisor who contracted COVID-19.
The deal adds about 20 advisors and $1.5 billion in client assets to the independent b/d’s platform.
Advisor Mike Ashworth used LPL’s Strategic Wealth Services, a premium independent affiliation model, to launch Ashworth Financial Group.
A digital security vendor used FINRA's guidelines and rolled out a digital security assessment tool for advisors working remotely: Only 15% got a perfect score.
Financial Resources Group will combine with Gladstone Wealth Group to create the largest OSJ on LPL’s corporate RIA platform, with over $24 billion in client assets.
Under the premium affiliation model, LPL will handle some of the more daunting tasks involved in going independent while allowing advisors to be self-employed.
