Natacha Smith's team, which manages $175 million in brokerage and advisory assets, has joined Private Advisor Group, a super OSJ of LPL Financial.
A cast is better than signing that phone-book size stack of closing documents, just one of the findings in a survey of 2000 U.S. adults by digital mortgage startup Eave
Controversial U.S. Rep. Alexandria Ocasio-Cortez has been appointed to the House Financial Services Committee.
The firm is investing in resources that enable its advisors to high-net-worth clients to handle more complex wealth management needs.
Integrated Financial Partners opened six new offices and added $900 million in assets last year.
A few days of regulatory review changed brokerage funding options that had been static for over four decades.
Michael Roberts Associates was previously affiliated with Cadaret, Grant & Co.
Earlier investments in fintech are paying off.