Horizons Financial Group, a hybrid advisory firm managing $375 million in assets in Birmingham, Ala., has switched its broker-dealer and corporate registered investment adviser platforms from Triad Advisors to LPL Financial.
The firm was founded in 2006 by James Nix Jr. and Michael Mashburn Sr. The team includes James Carter and operations officer Andrew Dean.
The senior members of the firm’s leadership team have known each other since 1986, when they all worked in the investment division of Central Bank of the South.
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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