LPL Financial announced First Citizens Investment Center, which manages approximately $235 million in assets, is joining LPL's institutional services platform. The advisers at First Citizens had been affiliated with Cetera Investment Services previously.
First Citizens Investment Center is located at Mason City, Iowa-based First Citizens Bank.
The team includes Nicole Rognes Olson, the program manager; Holly Miller, the investment executive; financial advisers Michael Castle and Arcon Concepcion; and two support staff members, Carol A. Juhl and Bryan J. Lathrop.
Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.
The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.
The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.
Deal volume increased post-election but now caution has taken over.
Advisors who expect an edge from alternatives' illiquidity premium – without understanding the underlying terms and explaining them to clients – have a world of learning to do.
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
