In the newly created position, former Allstate exec Mary Jane Fortin will lead commercial operations of Thrivent, which provides financial services to Christians.
Financial Resources Group will combine with Gladstone Wealth Group to create the largest OSJ on LPL’s corporate RIA platform, with over $24 billion in client assets.
Advisors say athletes face particular difficulties during the coronvirus pandemic.
The latest in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.
Patriots safety Patrick Chung’s financial journey from gold chains to team ownership.