Please join us on Aug. 12 at 2pm ET / 11am PT as we discuss the evolving North American midstream energy universe, once heavily tilted towards MLPs, to now a sizeable share for US and Canadian C-Corps.
LPL believes the new model addresses some of the pain points that exist among employee advisors, such as surety of their payout, owning the client relationship, the actual payout grid and the tax treatment of the sale of a practice.
Another familiar face, Skip Schweiss, has left TD Ameritrade Institutional. He is still slated to lead the FPA, but otherwise his plans for the future remain unclear.
'This request is bigger than a commitment to hiring more Black men and women, setting up a diversity council, or cloaking systemic racism and the struggles that Black people face with a problem that means well,' said George Nichols III.
Financial planning is a key theme for both apps, though Spire is meant for Fidelity retail investors while Avocado is designed to bring investors to advisors.
