An workplace of supervisory jurisdiction with $850 million in managed assets is signing up for LPL Monetary from Securian Economical Services, the unbiased broker/supplier introduced Monday. The Toledo, Ohio-primarily based Fiscal Style and design Group, founded by now-retired advisor Jim Strasser, is led by Mike Clements and Jason Strasser. The company has 14 advisors and […]

LPL Financial reported its total recruited assets for 2022 were being $82 billion, down about 8{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} from 2021. That provided $15 billion of recruited belongings in the fourth quarter 2022, up from almost $13 billion in the third quarter and down from $17 billion in the year-ago quarter. On an […]

Registered investment advisors announced several deals this week, picking up fresh capital and switching broker/dealers. Here’s a look at more than $12.6 billion in client assets on the move as industry dealmakers remain undaunted by volatile markets. Cerity Partners Completes $4.8B Merger With ARGI Financial In its first M&A deal […]

This Acquisition Grows Wealth Enhancement Group’s Existence in the Tri-State Area to 12 Places of work Across New York, Connecticut and New Jersey MINNEAPOLIS, Dec. 15, 2022 /PRNewswire/ — Prosperity Improvement Group, a nationwide independent prosperity management organization with much more than $57.9 billion in full customer property, announced the […]

Representations of the Ripple, Bitcoin, Etherum and Litecoin digital currencies are viewed on a Personal computer motherboard in this illustration picture, February 14, 2018. REUTERS/Dado Ruvic/Illustration/File Image Sign-up now for Cost-free unrestricted accessibility to Reuters.com Register SINGAPORE, June 6 (Reuters) – Prosperity administrators in Asia are keeping back from offering […]