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  • The Essential Synergy of Fintech, Advisors & Clients

    I’ve sat in those rooms, and you have too. You know the ones, where some war-weary veteran of the good old days of financial services talks about how they used to walk uphill both ways in a blizzard to every client meeting. How the account application was as small as a postcard. How they didn’t even have calculators and surmised rates of return on the back of a napkin. We are all told that ... Read more
  • Advisor Building Own Field of Dreams

    Jeff Motske advocates a special kind of date with your spouse - “a financial date night” - to discuss the family’s finances... Click here to read the full story.... Read more
  • $2B Trilogy Group Transitions From NPH to LPL

    Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets. Click here to read the full story.... Read more
  • LPL Retains $2 Billion Firm Affiliated With NPC

    Trilogy Financial, with over $2 billion in client assets one of the largest financial planning firms affiliated with National Planning Corp., said on Thursday afternoon it was joining LPL Financial. LPL in mid-August said it acquired the assets of National Planning Holdings Inc., an independent broker-dealer network with 3,200 advisers and $120 billion of client assets. The firms in the NPH network are: National Planning, Invest Financial Corp., Investment Centers of America Inc. and SII Investments Inc. Combined in ... Read more
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