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LPL Financial finds a starting place to bring Fortigent into its mainstream mix

The big broker-dealer will leverage the acquired firm's alternative-investments research and portfolio management with a new offering

Wednesday, September 26, 2012 – 3:29 AM by Brooke Southall
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John Moninger: It's the first milestone, and many more to come.

Related Moves

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 – 2:02 AM



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