Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.
The bank-based programs join from Broker Dealer Financial Services, which was converted into a super OSJ of Cambridge.
Mercer Global Advisors revealed on Wednesday that it has become one of the first independent RIA signatories to the United Nations’ Principles for Responsible Investment.
One new offering, slated for the end of the year, will help advisors navigate mergers and acquisitions from start to finish.
The two advisors have a combined total of $150 million in managed assets and will join LPL from Royal Alliance.
The managerial shifts are one piece of a push to heighten the digital experience for advisors and clients interested in the company's retirement options.
Financier and convicted pedophile Jeffrey Epstein was in jail awaiting trial on charges of conspiracy and trafficking minors for sex when he hanged himself.
