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.
Certain foreign banking agreements could force borrowers to absorb Section 899's potential impact, putting some lending relationships at risk.
Torrance, California-based EP Wealth welcomes a $900 million team in Idaho as Merit adds its first office in Utah.
The $1 trillion RIA is getting serious on inorganic growth as it welcomes the M&A veteran for a dedicated leadership role.
The undoing of the penalty, which has hung over the Wall Street bank for seven years, marks a significant victory for CEO Charlie Scharf.
The big three custodian is unveiling new reporting features, UMA functionalities, and a new advisor growth network, along with other updates at its flagship conference.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
