LPL Financial: Lewellyn Wealth joins broker-dealer, RIA, custodial platforms
LPL Financial (LPLA) announced that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s ...
How Scottsdale's Jay McKee led one of the largest US proptech mergers (Video)
Lessen CEO Jay McKee led the Scottsdale-based company through one of the largest protech merger deals in history, boosting its valuation to more than $2 billion.
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Education Is the Best Life Marketing Strategy: Firm Founder
"Clients today are more informed," ARI Financial Group's Arik Bouskila says. "But not necessarily better informed." ...