Commonwealth expands Talent Exchange Initiative

Commonwealth Financial Network has announced the expansion of its Talent Exchange Initiative, which aims to connect skilled students from top universities that offer certified financial planning programs with the firm’s affiliated advisers. The initiative is an expansion of the pilot program started at Bentley University last year. It will help...

Read more...

LPL snaps up advisory team with $350 million in assets

LPL Financial said advisors Steve Boeckmann and David Wyzgowski, who managed approximately $350 million in client assets at Valic Financial Advisors, the broker-dealer for AIG Retirement Services, have joined LPL’s broker-dealer, RIA and custodial platforms. The pair is launching BW Wealth Management, an independent financial practice based in Scottsdale, Arizona. Boeckmann...

Read more...