Articles tagged "Lincoln Financial Advisors"


HeadlinePublish date

How a $4-billion OSJ jumped ship from Lincoln Financial to LPL just before the Mark Casady step-down in search of safe harbor in the eye of DOL-rule storm

Lincoln wins in that Integrated Financial Partners still gorges on its products but CEO Paul Saganey likes the better control over fees under LPL

December 12, 2016 — 7:47 PM UTC

How Matt Cooper is getting past the 'oh, sure' factor that came from a slow roll-out of ... the other Newport Beach roll-up

Not only are deals picking up at the $900-million Beacon Pointe Wealth Advisors but existing advisors are telling success stories that can be quantified

October 4, 2013 — 6:27 AM UTC

How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giant

In only four years, his OSJ RIA has $6.2 billion in advised assets and 130 advisors, thanks to a radical cold-calling plan and lower, yes lower, payouts than other OSJs

May 14, 2013 — 6:31 AM UTC

LPL vacuums up yet another $1-billion cluster of mostly RIA assets Alabama-style

With many parallels to its $2-billion AFG win a couple weeks ago, LPL hoovers Lincoln and Ameriprise reps -- and a HNW RIA -- in one big go

August 15, 2012 — 3:20 PM UTC
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