Advisors and clients alike being able to simultaneously adjust planning and portfolio scenarios in real time is a "game changer," according to Aite Group's Dennis Gallant.
Transferring clients' assets from mutual fund and annuity platforms to a broker-dealer's is highly disruptive, involving burdensome new account documents, lengthy processing delays and, frequently, significant incremental costs.
Bialke Financial Partners has joined Financial Resources Group Investment Services, one of LPL’s large offices of supervisory jurisdiction, and the team will operate as the investment arm of American Bank of the North.
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.
