Jeffrey Schiffman, who managed $150 million at UBS Financial, has joined the recently formed employee unit of LPL Financial in Palm Beach Gardens, Florida.
LPL's employee unit, Linsco, revives branding that was part of the firm’s original name, Linsco Private Ledger.
Schiffman has 20 years of experience, according to his BrokerCheck report, and had been affiliated with UBS since 2009.
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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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