Subscribe

LPL welcomes $200M pair from Berthel Fisher

The wealth management giant’s latest advisor additions include a nearly three-decade veteran of the industry.

LPL continues to grow its advisory network with a pair of advisors, including a veteran with nearly three decades of experience.

The broker-dealer giant announced Tuesday that financial advisors Roger Frank and Michael Ward of Frank Financial Concepts have joined its broker-dealer, RIA, and custo

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

One-third of healthcare workers aren’t confident about retirement

Despite 91 percent being in a workplace savings plan, uncertainty over saving, debt, and other issues are making healthcare employees doubtful.

WisdomTree woos more advisors with portfolio solutions offering

The firm is doubling down on its $3.5B model portfolios business with a fresh push to help enhance investment advisors’ practices.

BNY names new global head of investments and wealth

The Nuveen alum with investment experience from TIAA, AIG, and Merrill Lynch is set to join as longtime leader lets go of the reins.

California becomes 26th state to enshrine high school personal finance education

Under landmark bill signed by Governor Newsom, passing a personal finance course will be a high school graduation requirement by 2031.

Wealth Enhancement Group gets another foothold in Texas

The national independent’s growth continues in the Lone Star State with a $254M RIA led by an experienced advisor duo.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print