See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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LPL has served banks and credit unions for years, but recently the firm made a concerted effort to broaden their support for these institutions. We talk with Shawn Mihal, the firm’s new head of institution services, on what LPL’s doing.
Focus expects to see 20%-plus annual revenue and adjusted EBITDA growth and an EBITDA margin of 25.5% this year, despite anticipated market volatility.
Many advisors are coming off their best years ever, driven by increased client demands and a run-up in the financial markets. Yet movement is at record-breaking levels. So why are they disrupting momentum and taking-on the risk and hassle of a...
CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm that is often masked by market performance.
