New transgender clients often tell River Nice they didn’t think they could receive services from the wealth management industry, given that so many doors in society remain closed to them. “It’s not even that they’ve spoken with another advisor or they have not been served well by another advisor,” said Nice, a trans financial planner…
Tag: Advisors
LPL Launches W2 Model for HNW Advisors
LPL Financial has launched a new affiliation model for high-net-worth-focused advisors. LPL Private Wealth Management is an employee model, and it aims to provide the resources and structure that a wirehouse advisor would typically have, at a higher payout. “We are launching LPL Private Wealth as an employee advisor affiliation model because we see a…
LPL launches new tax planning, outsourced CFO solutions for advisors
LPL Financial is empowering its advisors to retain tax planning business in-house rather than referring clients to external services – and to leverage an outsourced CFO in their business. The firm’s newest Tax Planning Service links advisors with LPL’s tax planning specialists to enable them to identify clients who would benefit from the service, provide…
LPL releases tax planning service for financial advisors
LPL Financial followed through on executives’ promises earlier this year to roll out tax planning services from the corporate office for the firm’s financial advisors. The newest subscription service from the firm’s Business Solutions unit provides advisory practices with tax professionals for any questions involving clients’ accounts, proposals for potential savings in customers’ portfolios and…
Advyzon Announces Inaugural Conference For Financial Advisors And Industry Profe…
(MENAFN- PR Newswire) First ever Advyzon Conference will take place February 20-22, 2024 in Phoenix CHICAGO, Oct. 5, 2023 /PRNewswire/ — Advyzon , a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announced details on the inaugural Advyzon Conference , which will take place February 20-22, 2024…
Best Online Financial Advisors in October 2023
Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our partners. Our opinions are always our own. Online financial advisors are more accessible, and often cheaper, than human advisors who actively manage investment portfolios. They’re a…