A two-adviser team with more than $380 million in assets under management has switched affiliation from Wells Fargo Advisors to Commonwealth Financial Network’s network of independent financial advisers.
Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies bring more than 40 years of combined experience in financial services and wealth management, Commonwealth said in a press release Tuesday.
Lumitas offers goals-based value planning for individuals, families and executives.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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