Simmons Bank, which recently acquired Landmark Bank and its $400 million investment program, has switched that program to the LPL Financial platform from Raymond James.
The Simmons Investment program, which is headquartered in Pine Bluff, Ark., has advisers in Texas, Missouri and Tennessee.
After the acquisition of the Landmark program, which was part of its July 2019 acquisition of Landmark Bank, based in Columbia, Mo., Simmons now accounts for $1.5 billion in brokerage and advisory assets that use the LPL platform.
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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