Sandstone Wealth Management, the investment program of Geneva, Nebraska-based Heartland Bank, has joined LPL’s Institution Services platform. The program’s two advisers and two assistants, who oversee $300 million in assets, had been affiliated with Raymond James and Royal Alliance.
Sandstone, the new name of the bank program, affiliated with LPL through JFC Advisor Network, a large office of supervisory jurisdiction based in Lincoln, Nebraska.
The two advisers are Tyler Daly, who runs Sandstone, and Mike Theis.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
