Brian Nydegger, who managed $420 million at RBC Wealth Management, has formed an independent practice, Point 32 Investment Partners, in Westhampton, New York, and affiliated with LPL Financial.
Joining Nydegger in the move, for which he is using LPL’s service package for breakaway brokers, are Corrine Heaney, director of client services, and Sean Sullivan, client services associate.
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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