The leadership team at Moneta says the firm’s recent launch of its own trust company fortifies its independence and commitment to helping clients transfer their wealth from one...
LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.
As part of the agreement, OneDigital Investment Advisors will assume responsibility for advising approximately $6 billion in assets held by over 200,000 American workers.
The rapid pace of retirement plan adviser acquisitions continues, with more and more well-established firms joining up with large national aggregators.
The partnership offers adviser managed accounts, an application programming interface (API) to provide personalized participant advice and a library of APIs to create a robo-advisory platform.