Joel Drake, who manages $200 million in Des Moines, Iowa, has changed his broker-dealer affiliation and registered investment adviser platform to LPL Financial from FSC Securities, part of the Advisor Group.
Drake affiliated through an LPL office of supervisory jurisdiction, The Wealth Consulting Group, and will use its office in Des Moines.
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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