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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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