Industry

Bob Doll, LPL, Advisor Group, Cetera, Northwestern Mutual, Thrivent, Commonwealth Financial, RIA in a Box and other news from around the industry.

Concurrent is catering to breakaway teams assessing their options after back-office frustrations during the coronavirus, co-founder Mike Hlavek says.

The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.

Four advisors launched a program for RIAs this summer with industry-changing potential.

Raymond James, LPL, Kestra, the SEC, Dynasty, Janney Montgomery Scott, Mercer Global Advisors, Adasina Social Capital, Fidelity and other quick takes from the week in financial advice.

The app offers investing and banking products to more than 4 million subscribers.

The firm serves UHNW clients, and the advisors embarked on a search in order to enable clients to have more access to private investments.

The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.

Lots of people bounce back, but Jeremy Barnum’s rise is an unlikely Wall Street tale.

A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.