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.
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
