In the wake of Ohio National's move to retreat from the annuities business, cutting trailing compensation to brokers, LPL Financial has signed contracts with 15 other VA providers to ensure commissions and contracts are protected going forward.
Chalice Financial Network promises the perks and privileges that come with being part of a member organization, a la Costco.
Flush with new capital, Independent Financial Partners is considering three acquisition targets ahead of its broker/dealer launch.
Natacha Smith's team, which manages $175 million in brokerage and advisory assets, has joined Private Advisor Group, a super OSJ of LPL Financial.
A $350 million investment advisory firm is joining LPL, lured by the broker/dealer’s self-clearing capabilities.
Vestigo Ventures topped off its fund at $58.9 million, besting its target of $50 million.