Verus Capital Partners, a Scottsdale, Arizona-based practice serving $1 billion in advisory and brokerage client assets, has joined LPL Financial’s broker-dealer and corporate RIA platforms.
Verus, which includes 30 financial advisers, has a history dating to 2003, when Stephen Bull formed Bull Capital Management. That individual practice morphed into Verus Capital Partners.
Bull is joined by partner Zach Mason, who has worked in the financial planning industry since 2009.
Two of the larger teams supported by Verus are Phillips Financial Management and Oxenham Financial, each serving more than $100 million in brokerage and advisory assets.
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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