Going Independent

Updated Thursday, May 23, 2013 as of 3:47 PM ET

Going Independent

Octagenarian Advisor Lerner Still Making Moves, Rolling With The Changes

Eugene M. Lerner has spent the better part of his six-decade career in the financial services industry trying to stay ahead of the curve.

His decision to leave Morgan Stanley Smith Barney and take his $600 million book of business to HighTower, a Chicago-based based advisor-owned financial services firm, was all about trying to stay ahead of the curve. more »

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LPL Opens Up Model Wealth Portfolio Platform to Mass Affluent Investors

LPL is continuing to fuel the rapid growth of its Model Wealth Portfolios platform, with a range of new offerings now available for consumers with as little as $25,000 to invest. Overall, this platform grew by almost 73% this year as of March 31 over last year to $8.7 billion. more »

Pair of Former MSSB Advisors Launch Independent Advisory Firm

Michael Hull and Patrick Hull created bluepoint after leaving Morgan Stanley Smith Barney, where they had been institutional consulting directors of Graystone Consulting. more »

Wells Fargo Shifts Top Exec from Wirehouse to Indy Channel

Wells Fargo Advisors announced it has named Kent Christian, currently head of its financial services group, president of Wells Fargo Advisors Financial Network, the broker-dealer affiliate through which Wells Fargo Advisors supports independent financial advisors. more »

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