LPL Financial announced that an all-woman team of advisers who had overseen $210 million in assets at Voya Financial Advisers has joined its platforms and aligned with The Financial Services Network, an LPL office of supervisory jurisdiction.
Kristi Turchan and Debbie Verker operate as Ascend Wealth Management in Grand Rapids, Michigan. Accompanying them in the move is staffer Kassandra McGee.
Turchan has 26 years of experience, starting at Dean Witter Reynolds in 1996, and had been affiliated with Voya since 2011, according to her BrokerCheck report. Verker has 18 years of experience and had also been affiliated with Voya since 2011.
A new analysis finds long-running fiscal woes coupled with impacts from the One Big Beautiful Bill Act stand to erode the major pillar for retirement income planning.
Caz Craffy, whom the Department of Justice hit with a 12-year prison term last year for defrauding grieving military families, has been officially exiled from the securities agency.
After years or decades spent building deep relationships with clients, experienced advisors' attention and intention must turn toward their spouses, children, and future generations.
The customer’s UBS financial advisor allegedly mishandled an options strategy called a collar, according to the client’s attorney.
An expansion to a 2017 TCJA provision, a permanent increase to the standard deduction, and additional incentives for non-itemizers add new twists to the donate-or-wait decision.
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.
