Synergy Wealth Alliance, an office of supervisory jurisdiction managing $650 million in assets through 15 affiliated advisers, has switched platforms to LPL Financial from Cetera Financial Group.
Manager and financial adviser Christopher Bordner leads the team at Synergy, which is based in Maitland, Fla.
Mr. Bordner said his goal is to double the size of the firm every 36 months.
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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