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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A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
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