Barney Financial Services, which manages $200 million in Kearney, Nebraska, has switched its affiliation from Securities America to LPL Financial.
The firm will use LPL’s broker-dealer and RIA platforms through JFC Advisor Network, with which it had formerly been affiliated. The faith-based Barney team is led by Ronald Eckloff and includes his daughter, adviser Emily Jameson, and client services manager Amy Bettles.
“We believe the innovative capabilities and more responsive support from LPL and JFC will be a step forward for our practice and allow us to provide better service to our clients,” Jameson said in a statement. “The technology, such as the account opening process and consolidated statements, will enhance the client experience, simplify processes and streamline operations, ultimately giving us more time to spend taking care of our clients.”
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Raymond James also lured another ex-Edward Jones advisor in South Carolina, while LPL welcomed a mother-and-son team from Edward Jones and Thrivent.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
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.