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TRENDING TAGS
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- Sarah ten Siethoff is New Associate Director of SEC Investment Management Rulemaking Office
- Catherine Keating Appointed CEO of BNY Mellon Wealth Management
- Credit Suisse to Pay $47Mn to Resolve DOJ Asia Probe
- SEC Chair Clayton Goes 'Hat in Hand' Before Congress on 2019 Budget Request
- SEC's Opening Remarks to the Elder Justice Coordinating Council
- Massachusetts Jury Convicts CA Attorney of Securities Fraud
- Deutsche Bank Says 3 Senior Investment Bankers to Leave Firm
- World’s Biggest Hedge Fund Reportedly ‘Bearish On Financial Assets’
- SEC Fines Constant Contact, Popular Email Marketer, for Overstating Subscriber Numbers
- SocGen Agrees to Pay $1.3 Billion to End Libya, Libor Probes
- Cryptocurrency Exchange Bitfinex Briefly Halts Trading After Cyber Attack
- SEC Names Valerie Szczepanik Senior Advisor for Digital Assets and Innovation
- SEC Modernizes Delivery of Fund Reports, Seeks Public Feedback on Improving Fund Disclosure
- NYSE Says SEC Plan to Limit Exchange Rebates Would Hurt Investors
- Deutsche Bank faces another challenge with Fed stress test
- Former JPMorgan Broker Files racial discrimination suit against company
- $3.3Mn Winning Bid for Lunch with Warren Buffett
- Julie Erhardt is SEC's New Acting Chief Risk Officer
- Chyhe Becker is SEC's New Acting Chief Economist, Acting Director of Economic and Risk Analysis Division
- Getting a Handle on Virtual Currencies - FINRA
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LPL Financial Acquires Integrated Financial Partners
LPL Financial, a leading retail investment advisory firm and independent broker-dealer, announced that Integrated Financial Partners (IFP), an independent financial advisory firm with 135 FA’s, has joined LPL’s B/D and hybrid RIA custodial platforms.
Waltham, MA-based IFP has approximately 20 offices throughout the country, and its IFP’s advisors serviced around $4 billion of brokerage and advisory client assets (as of the start of the year).
Established in 1996, IFP has grown steadily through its innovative approach to financial planning, which includes the collaboration between the client, financial planners, CPAs and family practice attorneys. Serving a national client base of predominantly high-net-worth retirees and business owners, many with complex financial planning needs, IFP has generated much of its client relationships through its CPA partnership program.
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