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Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship

Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
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Great lakesUnited statesChristopher cassidyDavida dykstraTom zidarThomasp zidarHead of institution business developmentWintrust investmentsFinancial holdings incWintrust financial corporationWintrust financial corporation nasdaqGreat lakes advisorsInstitution servicesInstitution services platformInvestor relations or pressWintrust plans

Wintrust Financial To Move Two Wealth Management Businesses To LPL s Institution Services Platform

LPL Financial Holdings Inc. (LPLA) and Wintrust Financial Corp. (WTFC) announced Friday an agreement to transition support of the wealth management business of Wintrust Investments, LLC and certain private client business at Great Lakes Advisors, LLC, and their approximately 85 advisors and approximately $16 billion of brokerage and advisory assets to the LPL Institution Services platform.

Institution servicesWintrust investmentsWintrust financial corpFinancial holdings incGreat lakes advisorsWintrust financialLakes advisorsLpl financialGreat lakes advisorsWintrust investments

LPL Institution Services Platform Adds $16B From Wintrust Financial

Wintrust will move two businesses and 85 advisors to the LPL Institution Services platform from Wells Fargo.

Tom zidarHead of institution business development christopher cassidyInstitution servicesWells fargoWintrust financial corpWintrust investmentsLakes advisorsWealth management chairInstitution business development christopher

LPL grabs giant bank recruit from Wells Fargo with Wintrust

LPL grabs giant bank recruit from Wells Fargo with Wintrust
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Great lakesUnited statesTom zidarDan arnoldChristopher cassidyWells fargo clearing servicesComerica bankInstitution servicesChicago deferred exchange companyChicago trust companyWintrust financialPeople united bankWells fargoAtria wealth solutionsComplimentary accessChicago based wintrust financial

Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™

CRCU Retirement and Investment Services will onboard to the LPL Financial Institution Services platformMADISON, Wis., Jan. 30, 2024 TruStage, formerly CUNA Mutual Group, today announced an.

United statesPaul chongBarclay pollakTim foleyAllison fanneyChristopher cassidyHumble oilInvestment servicesHead of institution business developmentCredit unionMutual groupFinancial institution servicesCommunity resource credit unionFinancial holdings incOther government agencyCredit union deposits or obligations