Missing life on the conference circuit? A review of a major Microsoft event that went forward during the pandemic could spell out what to expect in the coming months.
The move will help RIAs integrate insurance offerings into their existing investment and advice services.
The firm has hired Jon Frojen, who played a big role in United Capital's sale to Goldman Sachs, as CFO.
A team out of Marlton, N.J., will launch Claritas Financial Partners under LPL's new affiliation model aimed at employee advisors.