LPL Financial announced Monday that David Dobrusin, an Arizona-based advisor managing $200 million in assets, is shifting to LPL from Cambridge Investment Research.
Dobrusin is both a CPA and a certified financial planner and had started an accounting firm before becoming an advisor. He has 12 years of experience, according to his BrokerCheck report.
“It is critical to discuss complex tax and investment strategies clearly and in a manner that resonates with our clients to help them navigate markets and these current financial times,” Dobrusin said in a statement. “LPL has the size and scale to enable us access to world-class resources along with integrated resources and alternatives for our clients, while also maintaining their freedom of choice.”
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.