LPL Financial has recruited a newly formed registered investment advisor, StreamSong Advisors in Grand Rapids, Mich., to its RIA custodian platform. The firm, founded by Thomas Braun, has $1.2 billion in assets under management. Since 2007, LPL...
It happens all too often. An advisor down the street is retiring, and buying his or her practice could be a quick way to pick up some assets. But advisors who go about buying a book of business in this way are less likely to have a successful acq...
As the summer winds down, it’s back to school for financial advisors, with the fall/winter conference season getting underway. The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource...
Have you decided to merge with another RIA? Congratulations! The merger will likely grow your clients and AUM, bring new efficiencies and synergies to your practice, and allow you to offer a more diverse set of investments, products, and knowledge...
Few of us are unconnected anymore. Americans spend on average 79.9 hours a month surfing the Internet, text messaging, going through email, tweeting or engaging on other social media, according to IDC Research, an information tech research firm...
