LPL's 'liquidity and succession' program aims to ease the economic burden of internal succession for practices, while capturing a larger share of the independent advisory market.
NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.
That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.
The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
