LPL Begins to Onboard CUNA Mutual's Wealth Business
LPL onboarded $11 billion of CUNA's client assets on May 21, with the remaining $21 billion expected to onboard over the next several months.
Source: wealthmanagement.com
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Advisor Group Acquires Financial Institution-Focused B/D Infinex
The deal brings Advisor Group considerable scale in the financial institution market and a more dedicated channel for those advisors.
Source: wealthmanagement.com
Bank and credit union wealth management studied by Kehrer Bielan
The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.
Source: financial-planning.com
Bank and credit union wealth management studied by Kehrer Bielan | Credit Union Journal
The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.
Source: financial-planning.com