Advisers Alicia Curtis and Jyl Barnard of Curtis Barnard Financial Services and Christopher Dearing of Riverfront Financial Group, all formerly affiliated with MassMutual, have affiliated with LPL Financial.
The advisers, who are longtime colleagues and share an office in Peoria, Illinois, collectively manage $400 million.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
