A #Michigan investor claimed LPL Financial's bank sweep programs in brokerage and advisory accounts enriched the independent broker-dealer at its customers’ expense. https://lnkd.in/eC7-AYZP #wealthmanagement #brokerdealer
AdvisorHub
Financial Services
Middleburg, VA 16,871 followers
Financial Advisor News and Resources
About us
AdvisorHub aims to be the financial advisors’ advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategies.
- Website
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https://www.advisorhub.com/
External link for AdvisorHub
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Middleburg, VA
- Type
- Partnership
- Founded
- 2014
- Specialties
- Financial Markets, Financial Recruiting, Advisor Resource, Financial Advisors, and Wealth Management
Locations
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Primary
10 N Pendleton Street
Building C Suite 110
Middleburg, VA 20118, US
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368 Ninth Avenue
11th Fl
New York, New York 10001, US
Employees at AdvisorHub
Updates
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The enactment of SECURE Act 2.0, following up on its predecessor SECURE Act, has created some powerful changes impacting the retirement plan design options for nonprofit and tax-exempt entities. Benjamin F. Edwards #wealthmanagement #retirement
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#Texas’ largest public pension fund has decided to shift almost $10B out of private equity investments, read more here: https://lnkd.in/eVd5Yykt #wealthmanagement #equity #pension
Texas’ Biggest Pension Fund to Pull Almost $10 Billion From Private Equity
https://www.advisorhub.com
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AdvisorHub reposted this
We are so happy for President, Jeffrey T. Dobyns, CFP®, ChFC, CLU, for being recognized as one of AdvisorHub's 1,000 Advisors to Watch, specifically ranking #32 in the 250 Advisors to Watch – Under $1 Billion category! Thank you, Jeff, for your unwavering leadership and dedication. Find out more about his award and the kind words from Jeff's partner, Drew McMillin, CFP®, AEP®, in the press release below! 👇 #Leadership #FinancialAdvisors #SageSpringWealthPartners #AdvisorsToWatch #AdvisorHub Dobyns McMillin Wealth Team 2024 AdvisorHub 250 Advisors to Watch under $1b, is based on the period from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. 1,816 nominations were received, and 250 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QEa8i2.
Jeff Dobyns of SageSpring Wealth Partners Ranked #32 in AdvisorHub's 250 Advisors to Watch – Under $1 Billion Category | Press & News
https://www.sagespring.com
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Listen to this week's episode of the #TonySirianniPodcast where Tony Sirianni is joined by Jeff Crosby to discuss whether it always makes sense to change firms, building equity in your brand, and the best advice for organic growth. https://lnkd.in/ekpxKWBj AdvisorHub | 3xEquity #wealthmanagement #bestpractices
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A former #RaymondJames, who in May was ordered to pay more than $2.6 million for allegedly soliciting her clients back after selling her practice, is fighting to overturn that decision. #wealthmanagement #finra
Ex-RayJay Broker Seeks to Overturn $2.6M Award in Client Solicitation Dispute
https://www.advisorhub.com
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Jeff Crosby says advisors who are thinking about moving firms should put money low on their list of motivations. https://lnkd.in/ez9Wp33c #wealthmanagement #ria #rias 3xEquity
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#BOA #CEO Brian Moynihan on Tuesday praised the wealth management division and fee-based revenue growth that drove improvement across the bank. #wealthmanagement #merrill
BofA CEO Cheers Wealth Division’s Growth in Advisory Revenue
https://www.advisorhub.com
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AdvisorHub reposted this
Terrific insights from Adam Malamed of Sanctuary Wealth in his latest podcast interview with Tony Sirianni of AdvisorHub. Adam and Tony discuss Sanctuary's recent successful acquisition of tru Independence, their new partnership with Craig P. Stuvland and the rest of the tru leadership team as well as evolving trends in growth strategy, organizational management and service culture across the wealth management space. It has been a pleasure and privilege for Haven Tower to partner closely with Adam from his tenure at Ladenburg Thalmann - where he served as one of the principal architects of that firm's sale to Osaic in a transaction valued at approximately $1.3 billion - to his current role running one of the most forward-thinking RIA enterprises in the country, with a unique appeal to the industry's most elite financial advisors. Check out the interview between Adam and Tony here!
Tony Sirianni with Sanctuary Wealth’s CEO Adam Malamed on The Continuous Migration to Independence
https://www.advisorhub.com
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Rising profit at #MorganStanley ’s core Wealth Management division was overshadowed by a slowdown in net new asset growth in the second quarter. #wealthmanagement
Morgan Stanley Wealth Profit Jumps But Net New Assets Lag
https://www.advisorhub.com