The Opus Group of Virginia, a hybrid managing $150 million in Virginia Beach, has switched its broker-dealer and corporate registered investment adviser platforms from MML Investors Services to LPL Financial.
The firm, headed by Forrest Williams Jr., had been affiliated with MML Investors Services for 27 years.
See more adviser moves in InvestmentNews' Advisers on the Move database.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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