Broker-Dealer News: Advisor Group's Expansion, Stifel Adds Wells Team, LPL Onboards $11B

  • |
  • 01 mins 30 secs
Advisor Group is expanding multi-channel leadership and buying Infinex Financial Holdings. Stifel picked up a team of advisors from Wells Fargo managing $214 million in client assets and operating as Green Fairways Wealth Management. LPL’s Institution Services platform has onboarded about $11 billion of client assets from CUNA Brokerage Services.
Channel: News

Topics: , ,

For further information about Asset TV please contact:

570 Lexington Avenue, 20th floor
New York, NY 10022
Office: +1 212 661 4111
[email protected]

Show More