An advisor took his $250 million practice from Merrill Lynch to LPL Financial, affiliating with Gladstone Wealth Partners as his OSJ. Americans aren’t as worried about the economy as they were last year, a new survey from Allianz Life Insurance found. And TIFIN, a fintech collective, will distribute its products to advisors through Broadridge Financial Solutions.
Scroll through to read more of what’s going on this week in the world of financial advice.
LPL Financial, TIFIN, Genstar Capital, NewEdge Wealth, investor confidence, Foreside Financial, Insurmark, SEI, BNY Wealth Management and other people moves and quick takes
