Ladenburg Thalmann has built out a team of consultants to help advisors across its five independent broker/dealers better serve high-net-worth investors who have more complex planning needs. The Advanced Planning Group, as the new team is called, will provide expertise on tax planning, estate planning and business planning, the firm announced this week at its annual ELEVATE Advisory Symposium in Nashville.
The team will work with advisors on advanced planning strategies, such as intergenerational wealth transfers, constructing tax-smart portfolios and supporting corporate retirement plans of business owner clients.
The firm also announced a plan to expand Link to the Future, an initiative originally launched by Securities America, to all of its broker/dealers. The initiative provides college students interested in a career in financial advice with funding and access to industry events. The firm also sets up students with mentorships with existing advisors and home-office employees. The firm chose 20 recipients this year.