Cheri Belski Joins LPL Financial as Head of Investment Solutions
The former head of product at T. Rowe Price will lead all major investment initiatives.
Tag: LPL Financial
LPL Financial to Add $100B Atria Wealth Solutions
LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...
Retirement Industry People Moves – 12/8/23
Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.
Product Partnerships – 11/8/23
Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ...
Advisory M&A
Moneco Advisors receives minority investment; Integrated Partners creates Insurance Solutions Division; Omnia Wealth Group launches with support from LPL Financial.