
Sarah Martinson
ReporterSarah Martinson is a reporter for Financial Planning.
Sarah Martinson is a reporter for Financial Planning.
The group joined an existing independent practice affiliated with LPL.
Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.
The new tool is aimed at lowering costs for investors.
The team includes identical twin brothers and an industry veteran of nearly 30 years.
The regional firm continues to snatch multi-million dollar teams from the wirehouses.
The group says it wanted to offer clients greater transparency.
The new hires help the firm further expand its presence in the Southeast, an executive says.
The wirehouse pullback on recruiting is seen as an opportunity for regional firms, a recruiter says.
They left to have more freedom in how they work with their clients, one of the new hires says.
Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.