Retirement Planning Specialists, a hybrid investment advisory practice in Willow Grove, Pennsylvania, managing $200 million, has joined LaSalle St. Investment Advisors.
Retirement Planning Specialist founder and CEO Joe Sarappo, who has 32 years of experience, and the firm’s three other advisers — Christopher Sacco, James Cuorato and Kyle Jennings — will join LaSalle St. as investment adviser representatives.
As part of the transition, Retirement Planning Specialists has withdrawn its SEC registration, but will maintain its brand and independence.
Client accounts will continue to be custodied with Fidelity, and Sarappo and Sacco have affiliated with LaSalle St.’s broker-dealer to continue to serve a small number of brokerage accounts.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
