Displaying 23 results
LPL lands $860M whale from Lincoln
The broker-dealer giant is expanding its profile in Texas with a holistic planning firm working with multigenerational clients.
Texas duo leap to LPL from Lincoln
The two wealth industry veterans are bringing over $140 million in advisory, brokerage, and retirement plan assets.
Lincoln team managing $800M moves to LPL Financial
Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.
Firm headed by former NFL player joins LPL from Lincoln Financial
Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.
Most successful financial services football stadiums
See how the 11 NFL stadiums sponsored by financial services companies stack up in terms of their team’s postseason success.
Lincoln Financial launches financial wellness marketplace
The first service offered in the marketplace will connect plan participants to student debt solutions.
Lincoln Financial team managing $650 million moves to LPL
Financial House, a six-adviser group based in Centreville, Delaware, was established more than 30 years ago and is now in its second generation of owners.
TAMPs and fee-based annuities headline first day of RIA Summit 2022
Turnkey asset management platforms can help advisers grow their practices, panelists say.
Group overseeing $800 million switches to SagePoint from Lincoln
IronBridge Wealth Counsel, which has eight advisers, has offices in seven cities across the country.
Ex-adviser gets 2 1/2 years for stealing $600,000 from elderly client
Matthew Clason was registered with Lincoln Financial Advisors until 2016, when he moved his registration to LPL Financial.
$600 million Lincoln Financial team switches to LPL
McLaughlin Asset Management, which is based in Haddonfield, N.J., is affiliating through OSJ Gladstone Wealth Partners.
Lincoln will provide guaranteed income in new PEP
The product, called OpenPEP, has customized investment options that can be used as the default.
Lincoln Financial names Ellen Cooper CEO
Cooper, the company's chief investment officer, succeeds Dennis Glass, who has been chief executive since 2007.
Lincoln Financial settles age discrimination claim with former recruiter
When Louis Hanna was fired in 2017, he was 50 years old, had early-stage prostate cancer and was seeking medical leave, according to the complaint.
Practice managing $300 million at Lincoln Financial joins Cetera
Exton, Pennsylvania-based Brumbaugh Wealth Management is affiliating with Cetera through super OSJ AdvisorNet
$400 million indie switches to Arkadios from Lincoln
Frank Hanna and Bryan Cogliano head RevolutionX, a hybrid based in Berwyn, Pennsylvania.
Fired rep admits stealing $600,000 from elderly client
The broker, Matthew Clason, transferred more than $668,000 from the victim’s investment accounts into a joint bank account and then took most of it, according to the Department of Justice. He faces up to 20 years in prison.
In-plan income is key to retirement security
Not having a retirement income solution within a DC plan is like having the pilots on a commercial flight parachute off midflight, forcing passengers to land the plane.
Will Fuller named president and CEO of Transamerica
Fuller, who had been executive vice president of Lincoln Group, succeeds Mark Mullin, who becomes board chairman.
Jackson National top seller of annuities in 2020
The insurer also led in variable annuity sales last year, while New York Life sold the most fixed annuities.
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