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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New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
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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