Another multimillion-dollar advisor has joined LPL Financial, building on a series of recent advisor moves to the firm’s broker-dealer, RIA and custodial platforms.
Laura Evans was previously with Edward Jones and has served around $235 million in advisory, brokerage and retirement plan assets, with a 27-year career from leaving college to today and the launch of her new independent financial practice – Bloom Wealth Strategies.
Drawing its name from Evan’s favorite Elizabeth Appell quote - “And the day came when the risk to remain tight in the bud was greater than the risk it took to blossom” - Bloom Wealth Strategies also includes Whitney Feasel as director of operations.
Evans’ passion for wealth management is clear.
“One of the most important things about planning for retirement is understanding how to be reasonable and realistic about how long your money will last,” she said. “I enjoy sitting down with my clients and helping them figure out how to really enjoy their retirement years.”
InvestmentNews anchor Gregg Greenberg recently sat down with T. Rowe Price retirement strategist Mike Shamburger to discuss the explosion in the small/mid-market retirement plan arena and how advisors can tap into it.
And Evans said there’s a reason why she chose LPL Financial to partner with and take her career in a new direction.
“From access to streamlined and integrated technology solutions to strategic support, everything LPL offers is with the advisors in mind,” she said, “I am at a stage in my life where I just want to focus on providing the best experience for my clients, and I am confident that partnering with LPL will allow me to do just that.”
The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.
The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.
Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.
With more than $13 billion in assets, American Portfolios Advisors closed last October.
Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.
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.