See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Through the acquisition, Wealth Enhancement Group, which uses LPL for its brokerage business, helps the independent broker/dealer to retain another NPH team.
Dimensional Fund Advisors has the strongest loyalty among fee-based advisors, a $1.3 million producer returns to Alex. Brown and millennials are open to 401(k) mandates.
