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Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) business

Ingham Retirement dropped Sentinel Securities for LPL and is also becoming a retirement plan vendor to many LPL reps

Author Brooke Southall May 22, 2013 at 4:29 AM
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Jennifer Ingham: The B-D relationship is needed because in the RIA world of investments for corporate retirement plans. many funds still pay some sort of revenue sharing.

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Mentioned in this article:

Fidelity
Asset Custodian
Top Executive: Sanjiv Mirchandani

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

SalesForce
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