Mike Durbin explained the rationale behind offering multiple RIA options to the market and the firm’s success with some “signed wins” among defecting Commonwealth/LPL advisors.
The firm confidentially submitted forms to regulators seeking an initial public offering of its common stock. The number of shares to be offered and the price range have yet to be determined.
Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.
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