'When we come into the finals, we’re not the highest, but we’re in the ballpark,' said CEO Paul Reilly, of the firm’s higher transition packages.
How happy are advisors with their affiliated Independent Broker/Dealers?
Advisor Chad Taylor joins Strategic Wealth Services, LPL's premium affiliation model launched a year ago, from UBS Financial Services.
Kandor, which serves international clients, comes under Summit's custom capital model, launched in January.