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Columbia: “Does any one firm have an advantage when it comes to working with the affluent?” asked Donald after my keynote. Before I could respond, he threw in another question, “What do financial advisors need to know...
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...
Despite years of industry hype about how social media can be a valuable marketing tool for advisors, especially among younger prospects, millennials don’t actually want to communicate with financial services firms on social networks. Only 0.03 pe...
