M and A
Deals Of The Day: The Latest In Wealth Management M&A - LPL Financial
The latest M&A deals in wealth management across North America.
LPL Financial
LPL Financial,
the investment advisor and broker-dealer, has brought Power
Investment Services to its B/D and registered investment advisor
platforms. Power Investment Services said its advisors serve
around $130 million of brokerage and advisory assets.
The credit union’s investment program joins LPL Financial from CUSO Financial Services. The credit union has six branches throughout South Florida, with investment services provided by financial advisors Legna Gonzalez and Curtis Dabros.
