The Financial Planning Department, an all-women team with $180 million in assets, is the second Cetera team to jump to LPL in as many weeks.
Cresset provides its clients with access to sophisticated investment strategies and planning, the next evolution of family office services, private direct investments, and open source credit solutions arranged by Cresset's Chief Credit Officer.
The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.
Captrust's CEO wants to grow the firm's annual revenue from wealth management to 50%, up from 30%, within five years
On the other hand, if brokers and asset managers work together and enter into self-indexing at low price points, the competition can effectively be dealt with.