Any truth to the rumor that a lot of the people from Waterstone and Mutual Service are not going with to LPL... Talked to some producers today $1MM+ that relocated to some b/d in iowa.
Why wouldn't they go to LPL?
An increasing number of families in recent years have been investing in the renovation of their homes, but too many do not fully appreciate the range of risks involved – from unreliable contractors and worksite injuries to property loss, lawsuits, and family safety threats....More
Many financial advisors focus on the key baby boomer segment that is approaching retirement. With one of the largest transfers of wealth in history expected to occur over the coming decades and technology playing a larger economic role, successful advisors are looking for ways to work with younger investors....More