The private equity-backed firm operates six broker-dealers, including Cadaret Grant, NEXT Financial and Western International Securities.
Jeff and Bruce talk to Lorenzo Esparza, chief executive and founding principal at Manhattan West, about his preference for alternative investments, especially when working with the firm's high-profile clients, including entertainers and athletes.
The eight broker-dealers are participating in the firm's offering of $750 million in senior bank notes.
The St. Louis-based bank is moving its wealth management business, with 30 advisers and $4.4 billion in assets, to LPL's platform.
The two advisers are based in the firm’s Bala Cynwyd, Pennsylvania, office
Brainerd-based Fiducia Benefits Group offers a full suite of employee benefits solutions specializing in large group, self-insured, and customized benefit plans.
The five-adviser Ryan Financial Group has offices in Hibbing and White Bear Lake.
Jeff and Bruce are joined by Joanne Cleaver, diversity, equity and inclusion editor at InvestmentNews, who explains her work highlighting the many individuals and firms who have put in the DEI work at their businesses, including celebrating them at the Women to Watch event in New York City this month.
In a rare moment of symmetry, the suppliers of alternative strategies are seeing increasing demand from financial advisers.
This is what success looks like: 23 women financial advisers and industry executives who are advancing the financial advice profession on their own terms and 15 employers that have set a higher standard for women in their workforces and for women clients.
