NorthShore Financial Strategies, an all-woman team previously with Wells Fargo Advisors Financial Network, is the first independent team to join LPL's SWS model, and the 14th since its inception.
Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
Industry guru Bob Veres gives his unscripted and uncensored thoughts on the wealth management world—as it stands now and where it’s heading.
Former CEO John Lunny will serve as vice chairman of Vestmark’s board of directors, as the fintech company builds out a more robust direct indexing solution and looks toward an initial public offering.
