White, who oversaw the transformation of LPL Financial's tech stack, will not retire from the industry, as announced in August. Instead, he's joined Carson Group as chief strategy officer and will also sit on the firm's executive board.
Autumn Jordan and Manuel F. Pinazo, who previously worked at Merrill Lynch Wealth Management, were among those who applied for assistance under one of the government’s COVID-19 relief programs "based on false and fraudulent representations and used the funds for unauthorized personal expenses," according to the Federal Reserve.
Growth-oriented areas of the market have been selling off, and value seems to be back in favor – is this the great rotation of value that some investors have been calling for? Watch as David Armstrong and Commonwealth Financial’s Peter Essele consider the implications
Join this timely webinar on Wed. April 13th, for a better understanding of how taxes can impact your clients' retirement plans, considerations for navigating changes in tax legislation, and how may be able to help your clients improve the tax efficiency of their portfolios.
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