Crossroads Financial Services, an Austin, Texas-based hybrid managing $300 million, has switched its broker-dealer affiliation and registered investment adviser platform to LPL Financial from Voya Financial Advisors.
Crossroads, which is headed by the father-and-son team of Matt Meyers Sr. and Matthew Meyers Jr., affiliated through the Financial Services Network, an office of supervisory jurisdiction for LPL. The team includes a support staff of two.
Crossroads specializes in financial planning for teachers and college educators.
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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