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Professional athletes, who may have struggled financially for years, often suddenly come into large sums of money once they achieve their dreams. That's where a financial advisor can help — especially one who is a former athlete.
September 5 -
LPL presses forward with deals that have made it one of the fastest-growing firms in recent years.
September 4 -
Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.
August 29 -
A founder of Harbor Lights Financial Group said he and his partners scouted possible private equity buyers and decided LPL was the best option for preserving their firm's legacy.
August 8 -
The hires add credibility to the wirehouse's renewed commitment to recruiting.
August 2 -
The family-run Investment Advisors Financial Group team brings $1 billion in assets.
July 24 -
The pair previously worked together at the Denver office of Citi Private Bank.
July 24 -
Whether they were members of the military, teachers, civil engineers, broadcasters, human resources directors or something else, they all share a desire to examine what profession truly fulfills them and take the often arduous path of reinvention.
July 23 -
Terri Kallsen of Rise Growth Partners is currently a member of the CFP Board's board of directors and chair of the finance and investment committee.
July 19 -
Neil McLaughlin, who'taking over RBC's wealth unit after running its personal and commercial banking divisions, is seen as a likely CEO successor.
July 11