Poker Face – With Lightyear Still in the Cetera Game, What Does the Purchase of Signator Mean?

Poker Face – With Lightyear Still in the Cetera Game, What Does the Purchase of Signator Mean?

by AndrewC19r | Jul 5, 2018

Advisor Group, a division of Lightyear Capital, announced last week that it had purchased Signator Investors Inc. from John Hancock Financial Services for $50 billion in assets.

Mixed Messages: LPL’s Choice for President of Business Development Leaves More Questions Than Answers

Mixed Messages: LPL’s Choice for President of Business Development Leaves More Questions Than Answers

by AndrewC19r | Jul 2, 2018

The importance of hiring and retaining advisor talent is an issue at the forefront of every financial services firm as teams have seemingly played hopscotch back and forth among Wirehouses, Independents, Hybrids, and RIAs.

Poker Face – With Lightyear Still in the Cetera Game, What Does the Purchase of Signator Mean?

Frank LaRosa, Elite Consulting Partners Founder and CEO, Pens OnWallStreet Voices article “Wells Fargo leadership team misses the mark again”

by AndrewC19r | Jun 25, 2018

Elite Consulting Partners Founder and CEO Frank LaRosa is the featured writer of the just released OnWallStreet Voices article “Wells Fargo leadership team misses the mark again”

Changing Course: The Death of the Fiduciary Rule is Forcing Large Firms to Chart a New Path; INDUSTRY PERSPECTIVES FROM FRANK LAROSA

Changing Course: The Death of the Fiduciary Rule is Forcing Large Firms to Chart a New Path; INDUSTRY PERSPECTIVES FROM FRANK LAROSA

by AndrewC19r | Jun 20, 2018

The death of the Fiduciary Rule is all but a foregone conclusion and its demise has put large firms in a position where they must create a new roadmap for the future when it comes to internal policies and procedures.

Technology is The New MVP of an All-Star Independent, RIA, or Hybrid Firm Team; INDUSTRY PERSPECTIVES FROM FRANK LAROSA

Technology is The New MVP of an All-Star Independent, RIA, or Hybrid Firm Team; INDUSTRY PERSPECTIVES FROM FRANK LAROSA

by AndrewC19r | Jun 15, 2018

The playing field of financial services is changing and technology has proven to be the Most Valuable Player. At present, technology makes up around 25% of the S&P 500 and has become essential to how information is communicated, assimilated, and applied.

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