WM Breaking News
 
Wealth Management Breaking News

DECEMBER 06, 2024

$96B Wealth Enhancement Group to Split From LPL

WEG, which had $4 billion in brokerage assets with LPL, is the second “strategically misaligned" large OSJ to separate from the IBD.

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Carson Group President Teri Shepherd To Step Down

In a statement, CEO Burt White lauded Shepherd’s commitment to the company and said the firm supports her decision to “focus on her family.”

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