FDR Financial Group, which manages $400 million from offices in Boca Raton and Hollywood, Florida, has switched its broker-dealer affiliation to LPL Financial from Kestra. The firm also will use LPL’s RIA platform.
FDR is led by advisers Jeffrey Solodkin and Leslie Zuckerman, who founded the firm in 1983 to provide financial planning for doctors and business owners.
Its other partners and advisers now include Jason Solodkin, Eric Mathes and Jeffrey Blaze, as well as Jeremy Schinder, who serves as chief financial strategist.
Trevor Uhls was charged with wire fraud and money laundering in a criminal complaint filed in U.S. District Court for the Western District of Missouri.
The multigenerational Cedar Rapids firm is joining through a key OSJ as recruiting competition heats up across the wealth space.
New Treasury guidance sets fee caps, defines index-tracking rules, and bars ESG-linked funds from the tax-deferred accounts for minors
Yari Capital's move to Carson continues a run of additions for the $62 billion firm, days after it hired a veteran recruiter from Osaic.
Servo Wealth Management's $210 million book brings the Minneapolis consolidator's total client assets further past $160 billion.
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
