The team, from Tucson, Ariz., was attracted to the broker/dealer’s connection with clients, something the big firms are lacking.
Legal & General Assurance Society Limited of London said that it has signed on to the OECD’s Business for Inclusive Growth (B4IG) working group launched by French President Emmanuel Macron.
FIDx, Ebix partnership will act as a bridge between insurance carriers and wealth managers
Gov. David Paterson was a name partner at the Moldaver Paterson and Lee Group, where his new wife remains a partner.
U.S.-based investors can now purchase shares of a mint-condition Alpha Black Lotus card from the popular 'Magic: The Gathering' trading card game.
The bank-based programs join from Broker Dealer Financial Services, which was converted into a super OSJ of Cambridge.
The two advisors have a combined total of $150 million in managed assets and will join LPL from Royal Alliance.
The managerial shifts are one piece of a push to heighten the digital experience for advisors and clients interested in the company's retirement options.
