LPL Financial has recruited a newly formed registered investment advisor, StreamSong Advisors in Grand Rapids, Mich., to its RIA custodian platform. The firm, founded by Thomas Braun, has $1.2 billion in assets under management. Since 2007, LPL...
(Reuters) - (The opinions expressed here are those of the author, a columnist for Reuters.)
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It happens all too often. An advisor down the street is retiring, and buying his or her practice could be a quick way to pick up some assets. But advisors who go about buying a book of business in this way are less likely to have a successful acq...
Two seasoned pros share their experiences
In honor of this column’s 10-year anniversary, a look back at the myths about moving and how things have changed.
As the summer winds down, it’s back to school for financial advisors, with the fall/winter conference season getting underway. The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource...
REP. readers do it by the numbers
