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.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
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.
