Pierson Wealth Management, a Santa Clarita, California-based firm managing $122 million, has changed its broker-dealer affiliation to Cetera Advisors from LPL Financial.
Ivy Pierson, who heads the firm, started her brokerage career at Morgan Stanley in 2000 and went independent in 2007, affiliating with Woodbury Financial. She became affiliated with LPL in 2017.
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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