The Longo Group, which managed $530 million at Merrill Lynch in Slidell, Louisiana, has gone independent and affiliated with Sanctuary Wealth.
The eight-member team is led by Ted Longo, who had been with Merrill Lynch since 1986.
The hybrid firm will use Sanctuary as its broker-dealer and registered investment adviser.
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.
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