The unit overseeing almost $2.5 billion is joining the team at Cadence Bank, which was already affiliated with LPL.
WealthPartners, which oversees assets of $500 million, primarily focuses on high-net-worth individuals and families.
The digital platform provides access to alternative investments and fixed income.
The Veteran Financial Advisors Network supports vets in developing their businesses and careers.
Smaller fund companies are struggling to differentiate their offerings, the survey finds.
The report found that women in senior expert and leadership roles were found to have 62% of the accumulated wealth that their male counterparts enjoyed at retirement.
Bruce takes the pod solo this week as he's joined by Rich Steinmeier, managing director and divisional president at LPL Financial. Rich lets us in on the details of LPL's latest acquisition, the firm's plans for the future, and why he's so passionate about the company.
When someone needs guidance for the future, nothing beats a live financial adviser, and advisers should be grateful the public recognizes that.
Their independent firm, 18Forty8 Private Wealth, is based in Madison, Wisconsin.
The action follows a Securities and Exchange Commission settlement with Gregory Womack and his Edmond-based firm.
