Lincoln Teams With Orion on Annuities Data Platform | |
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Lincoln Financial Group is partnering with Orion Advisor Services on a data platform for advisors who use Lincoln's suite of variable and fixed annuity solutions, the companies announced. ... Seaward Management Rebrands to Prio Wealth Boston-based RIA Seaward Management announced that it has rebranded to Prio Wealth, focusing on financial life management and integrating individual values and priorities into clients' financial plans and portfolios. Derived from the words "priority" and "a-priori," Prio's philosophy is to go beyond conventional wealth management ... Alex. Brown Nabs LA Managers From J.P. Morgan Securities Alex. Brown, a wealth manager and division of Raymond James, said Thursday that a Los Angeles-based investment management group led by Jon DuPrau and Caspar Tudor had join the firm. ... |