Mike Fuller and Rob Barber, who managed $155 million at Raymond James in Arroyo Grande, California, have gone independent and affiliated with LPL Financial through Perennial Financial Services, an office of supervisory jurisdiction.
Fuller had been with Raymond James for almost 25 years. Barber began his career in 2018 at Edward Jones.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father’s Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
'Nostradamus' real estate entrepreneur accused of misleading investors on social media despite SEC's objections.
LPL loses another institutional client as Cetera adds a $160 million win to its credit union partnership streak.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
