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.”
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
