Blyth & Associates Financial Services, a Chicago-based hybrid advisory firm managing $350 million, has switched its broker-dealer and registered investment advisory affiliations to LPL Financial from Securities America.
Twin brothers William Blyth, a financial planner, and Robert Blyth, an estate attorney, founded the firm in 1994.
The business now includes a cousin, Michael O’Malley, who serves as operations manager; Bill’s son, Daniel, an account manager; financial advisers Carla Nitz and Christopher Fudacz; and operations associates Moira Simeti, Rebecca Ahern and Andrew Nitz.
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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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