LPL Financial has lost an elite team managing over $600 million in client assets to RIA aggregator Focus Financial Partners.

Advisers Brett Bernstein and Robert Kantor, founders of Rockville, Maryland-based XML Financial Group, partnered with Focus to launch their own independent firm after 12 years with the nation’s largest independent broker-dealer.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access