FDR Financial Group, which manages $400 million from offices in Boca Raton and Hollywood, Florida, has switched its broker-dealer affiliation to LPL Financial from Kestra. The firm also will use LPL’s RIA platform.
FDR is led by advisers Jeffrey Solodkin and Leslie Zuckerman, who founded the firm in 1983 to provide financial planning for doctors and business owners.
Its other partners and advisers now include Jason Solodkin, Eric Mathes and Jeffrey Blaze, as well as Jeremy Schinder, who serves as chief financial strategist.
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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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