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 self-regulatory organization has tapped a handful of security firms after a lengthy vetting process.
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.
The CFP Board and California Lutheran University will offer scholarships to financial planning students from underrepresented communities.
Using Snappy Kraken’s marketing expertise, Hightower created a customized digital marketing program at no additional cost to its advisors.