The Vedder Group, which managed $250 million at Northwestern Mutual in Tallahassee, Florida, has become an independent hybrid, using Fidelity as its custodian.
The four-person firm, headed by Scott Vedder, also is using the services of Integrated Partners and will maintain its broker-dealer affiliation through Purshe Kaplan Sterling Investments.
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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