Advisers Alicia Curtis and Jyl Barnard of Curtis Barnard Financial Services and Christopher Dearing of Riverfront Financial Group, all formerly affiliated with MassMutual, have affiliated with LPL Financial.
The advisers, who are longtime colleagues and share an office in Peoria, Illinois, collectively manage $400 million.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.
“The evidence in this case was overwhelming,” says an attorney.
The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
