Displaying 3 results
Eaglebrook unveils new crypto SMA partnership
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
LPL nabs $3.1 billion advisor network from Geneos
Michigan-based CG Advisor Network, which had custodied with TD Ameritrade, will now use LPL as its primary custodian and broker-dealer.
Geneos tagged with $400,000 penalty over alternatives sales
The fine and restitution to customers stem from sales of two alternative investments, the LJM Preservation & Growth Fund and private placements issued by GPB Capital Holdings.
