LPL OSJ Gateway Financial Partners Introduces Equity Ownership Program
Gateway will take a 15-20% revenue stake in the advisor’s practice, in exchange for cash and equity in the firm's holding company.
Source: wealthmanagement.com
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LaSalle St. Rolls Out Equity Ownership Program to Advisors
The privately owned company sold a “meaningful amount” of equity in the firm to a number of its advisors at the end of January.
Source: wealthmanagement.com
Retirement Industry People Moves
SageView adds to plan sponsor relationships team; MissionSquare Retirement hires head of consultant relations; Vestwell names regional VP for Midwestern states; and more.
Source: plansponsor.com
RIA Roundup: Frank Smith Takes Over as PAG CEO
PAG 's new CEO; Pitcairn's new role; Core joins Commonwealth; Carson invests in Missouri; Kovitz announces 2nd deal; Dynasty partners with BIS.
Source: wealthmanagement.com
Frank Smith Assumes CEO Role at Private Advisor Group following a Year of Strong Growth and Success
/PRNewswire/ -- Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that it has...
Source: prnewswire.com