A duo managing $350 million at HSBC Securities in Scarsdale, New York, have gone independent and affiliated with LPL Financial’s broker-dealer and corporate RIA platforms, using LPL as their custodian.
Jerry Giordano and Joseph Praino will share office space and work with advisers at KM Capital Group, an LPL affiliate in Purchase, New York.
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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