WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 30, 2019

ADVISOR CHANNELS

LPL Super OSJ IFP Will Now Be Known As "Integrated"

With the rebrand, the firm hopes to differentiate itself from another IFP, Independent Financial Partners, which recently left LPL to start its own broker/dealer.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Jeff Concepcion Explains 'Supported Independence'

Stratos Wealth Partners acts as a support platform for independent advisors, effectively operating as the back and middle office for affiliated advisors.

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SPONSORED CONTENT

Advisor Value Propositions

What value are you bringing as an advisor?

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RETIREMENT PLANNING

Influencing Participants’ Stay-or-Go Decisions

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SPONSORED CONTENT

Podcast: Get Equipped to Create Your Succession Plan

In this new podcast, uncover steps that you can take to inch closer to having your complete succession plan.

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