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Under the premium affiliation model, LPL will handle some of the more daunting tasks involved in going independent while allowing advisors to be self-employed.
FiComm's Advisor Education program will consist of virtual workshops aimed at bringing better marketing, video and podcasting to clients and prospects.
The analysis of 7.5 million investors who custody with Apex found that most of millennials' top holdings were tech companies that had largely outperformed indexes like the S&P 500.
'We really think that the notion that RIAs will slow business with us as the date for closing of the transaction with TD Ameritrade approaches is not something that is likely to unfold,' said Schwab CEO Walt Bettinger.
Brian Shulstad will build relationships with potential recruits across the country, and work with Triad’s existing advisors on branch expansion and strategic acquisitions.