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LPL Financial Welcomes Strategic Wealth Partners

SAN DIEGO, April 29, 2024 -- LPL Financial LLC announced today that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team...

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LPL Financial Recruits Lincoln Financial Advisor Team Ahead of Osaic Acquisition

LPL Financial has recruited a two-advisor team that oversaw approximately $860 million in client assets at Lincoln Financial. The team, which calls itself…

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$860M Texas Team Leaves Lincoln for LPL | Wealth Management

Advisor Ryan Rayburn decided to look for a new broker/dealer when Osaic announced its acquisition of Lincoln.

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LPL lands $860M whale from Lincoln - InvestmentNews

LPL lands $860M whale from Lincoln - InvestmentNews
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PA360: Blended strategies an important adviser consideration

When it comes to retirement planning, considering a blended strategy is always important to consider for clients, advisers heard.

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Focus chugs along with hub merger strategy

Focus chugs along with hub merger strategy
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Strategic Wealth Partners to Join Kovitz

Strategic Wealth Partners to Join Kovitz
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Kovitz Investment Group merging with Strategic Wealth Partners

Kovitz Investment Group merging with Strategic Wealth Partners
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Kovitz Adds $3.5B in AUM, Creative Planning Picks Up $1.8B Firm

Focus "hub” firm Kovitz is buying a Focus affiliate in Chicago, while Creative Planning scooped up a Texas team.

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In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners

In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient,

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