LPL to buy specialized wealth manager Fortigent
LPL Financial LLC is making a big push into the marketplace for rich clients, saying last week that it will acquire Fortigent LLC, a wealth management firm that provides specialized services such as investments, proposal generation and technology for financial advisers and their multimillionaire clients.
LPL Financial LLC is making a big push into the marketplace for rich clients, saying last week that it will acquire Fortigent LLC, a wealth management firm that provides specialized services such as investments, proposal generation and technology for financial advisers and their multimillionaire cli
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