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How LPL Financial is executing a big RIA-like pivot through the acquisition of Blaze Portfolio, founded by an Advent Software breakaway engineering troupe

The Fort Mill, S.C., broker-dealer just took the leap to 'personalized' portfolios by paying $12 million for the Chicago trading automation firm.

Author Oisin Breen November 24, 2020 at 2:23 AM
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Bryson Pouw left Advent Software to found an Advent super-consultancy that he sold to LPL Financial for $12 million in cash -- and he gets to keep his job.

Technology



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October 3, 2024 at 3:08 AM

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October 1, 2024 at 8:42 PM

Burt White is busy re-staffing Carson Wealth with trusted non-Carson executives but the new CEO is caught in classic Catch-22 as villain and white knight in alleged sex assault suit

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April 26, 2024 at 2:50 AM

April 10, 2024 at 2:54 AM

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Mentioned in this article:

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



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