Pacific Northwest Retirement Planners, a hybrid managing $220 million and based in Portland, Oregon, has switched affiliations to LPL Financial from KMS Financial Services, which is part of Advisor Group.
Father-and-son advisers Tom and Bill Smothers manage the firm, along with Tom’s son Bryan, who serves as office manager. Most of the firm’s clients are located in southeast Alaska.
Pacific will use the corporate registered investment advisory platform of LPL, as well as its broker-dealer.
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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