Nauset Wealth Management, based in Westport, Connecticut, was founded in 2000 by Michael Lombardo.
Thayer Potter founded Twin River Wealth Management, based on Selingsgrove, Pennsylvania, in 2017.
The two financial planning organizations will work together to make pro bono opportunities, training and resources available to all CFPs.
Jason Appleson of PGIM Fixed Income sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for municipal bonds in 2023, as well as how the recent midterm elections will affect municipalities in the coming year.
Steve Sosnick of Interactive Brokers sits down with InvestmentNews anchor Gregg Greenberg to discuss his market outlook heading into 2023, as well as the best ways for investors to play the ramp-up in volatility heading into year-end.
InvestmentNews' Ascension Award recognizes financial services industry workplaces where women comprise at least 30% of the C-suite.
The private equity-backed firm operates six broker-dealers, including Cadaret Grant, NEXT Financial and Western International Securities.
Jeff and Bruce talk to Lorenzo Esparza, chief executive and founding principal at Manhattan West, about his preference for alternative investments, especially when working with the firm's high-profile clients, including entertainers and athletes.
The eight broker-dealers are participating in the firm's offering of $750 million in senior bank notes.
The St. Louis-based bank is moving its wealth management business, with 30 advisers and $4.4 billion in assets, to LPL's platform.
