Wealth Management Daily Memo

SEPTEMBER 13, 2017

INDUSTRY

LPL Offers Retention Deals to NPH Advisors

Diana Britton and Michael Thrasher

For some loosely affiliated groups, the deals are based on individual advisor, not group production, an unusual move.

TECHNOLOGY

Fidelity Makes White-Label Robo Publicly Available To Advisors

Ryan W. Neal

After a nearly year-long beta test, Fidelity advisors can now access AMP.

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PEOPLE

FSC Securities Names New CEO

David H. Lenok

The firm continues its pivot away from its AIG past, appointing Derek Burke as its new President and CEO.