The large regional bank and the wealthtech giant have expanded their technology collaboration to deliver a unified client experience across the bank's wealth divisions.
The acquisitions of Vinoble Group and Unionview Wealth Partners are the first under the new brand and bring the firm’s total client assets to $8.6 billion.
Michael Carmichael manages about $190 million in assets, with offices in Arizona, New Jersey and Utah. He said both his firm and LPL were in “growth mode.”
This 1.5-hour summit (CE Credit eligible) provides essential insights for advisors exploring independence, covering technology needs and the transition process for success.
The ADL and JLens will largely use the ETF as a vehicle to promote Jewish-friendly causes through shareholder advocacy and to counter rising pressure on companies to boycott Israel
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