Firms including Osaic, Cetera, Raymond James and Kestra are boosting their typical deals to capture Commonwealth advisors in the wake of the acquisition by LPL, sources said.
Cerulli finds that the direct indexing boom still has “significant runway” among advisors, with 26% actively choosing not to use it despite having access.
Hear Allen Schreiber, Partner at TSG Wealth Management, discuss how his firm meets the needs of their clients with the help of Wells Fargo Advisors Financial Network.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
