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.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
