Brumbaugh Wealth Management, an Exton, Pennsylvania-based firm that managed $300 million at Lincoln Financial, has affiliated with Cetera Advisor Networks through AdvisorNet, one of the firm’s large offices of supervisory jurisdiction.
Kimberly Brumbaugh founded her eponymous firm in 2004.
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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This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
