C&N Wealth Management, a unit of Pennsylvania-based bank Citizens & Northern Corp. whose 15 advisors oversee $475 million in assets, is joining LPL and will use its institution services platform. C&N was previously affiliated with Cetera Financial Group.
Citizens & Northern Corp., which was founded in 1864 in Wellsboro, Pennsylvania, now has 31 branches in Pennsylvania and New York. Its advisors serve individuals, charitable funds and corporations.
Matthew Bower, executive vice president and chief wealth management officer at C&N, said the unit is expanding to provide services in new regions. “LPL’s strength in the market, industry-leading technology and exceptional advisor support make it the right partner as we broaden our footprint, build the Wealth Management Team and prepare for emerging opportunities,” Bower said in a statement.
LPL Financial has recruited some big bank teams recently, including a program at the former Bancorp South that had nearly $2.5 billion in assets, and the retail brokerage and advisory business of People’s United Bank, with about $2.6 billion in assets.
Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.
Some investors recently have seen million dollar plus decisions by FINRA arbitration panels involving complex products decisions go their way.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
