After the completion of its $2.7B take-private deal with GTCR, the fintech firm is looking forward to a new era of strategic expansion helmed by the former State Street leader.
With nearly 25 years of experience, the employee-owned firm's latest hire in Fairfax reportedly managed over $293M in assets.
A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.
Leading a seven-person team, the advisor couple with 60 years of combined experience provide comprehensive planning for roughly 500 clients in Houston.
The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers.
The advisor lied to unsuspecting clients, including vulnerable retirees, for over 20 years to fund his gambling, cars, collectibles and other personal expenses.
The definitive agreement to acquire The Investment Center, based in New Jersey, will add 240 financial advisors into LPL's network.
The veteran closer and leader is expected to drive further growth as he brings a record of dealmaking success from Focus and Goldman Sachs.
The new functionality, currently available on an invite-only basis, promises to help firms funnel leads to advisors and teams best suited to meet their needs.
The national RIA is broadening its presence in the Northeast with a veteran-led planning practice for high-net-worth clients.
