Kimberly Sanders, senior vice president of advisor solutions for LPL Strategic Wealth Services, discusses the evolution of the supported independence space and dives into how models like LPL’s address the changing needs of advisors and their clients.
'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Phil Fiore, CEO of Procyon Partners, a Dynasty partner firm.
Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
