Articles tagged "Burt White"
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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
The case raises questions about the perils of how RIAs deal with sexually charged allegations in the financial services workplace.
April 26, 2024 at 2:50 AM
Ron Carson is out as Carson Wealth CEO three years after Bain buys a big stake and subdued asset growth persists; Ron Carson pivots life toward leading a 'movement'
The majority owner of the $35-billion RIA remains chairman but will shift focus to 'humanitarian' concerns
April 10, 2024 at 2:54 AM
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.
November 24, 2020 at 2:23 AM
LPL Financial's $28 million cash purchase of AdvisoryWorld solves one big problem: Now it can make sure the proposal software includes annuities in its proposals
The Fort Mill, S.C.-based IBD is the No. 1 annuity distributor in the United States but it still cranks out proposals focused on stock/bond allocations
December 4, 2018 at 10:46 PM
LPL investment chief to advisors: Buy the dip! What'll it look like? Good question.
Keep an eye out for a pullback triggered by a central bank goof-up, a Trump super-SNAFU or a geopolitical kaboom
August 8, 2017 at 9:56 PM
Any bulls left? If not, that could be a good thing, opines LPL Financial's CIO
The ominious 'death cross' phenomenon suggest the market could be scraping bottom
January 21, 2016 at 7:56 PM
Why a flat start doesn't mean a flat finish for the S&P 500
Halfway-point blues notwithstanding, strong earnings and other catalysts that could push the S&P 500 into the black by Christmas
August 20, 2015 at 3:53 PM
LPL flaunts its Dell effect to 3,000 advisors in San Diego at focus13 confab
Newly installed CIO and ex-Dell star Victor Fetter shows he means business at the IBD's annual conference
August 29, 2013 at 7:03 PM
LPL shows flashes of its new image at Financial Masters 2013
Mark Casady talked up a more 'personal' approach and Robert Moore suggests an increased focus on the high net worth market
March 19, 2013 at 7:34 PM
LPL showcases some successful, ambitious advisors as the FOCUS 2012 conference wraps up
'King of the world' James Cameron was on hand to talk about the risk of not taking risks and an ex-IMF economist confirmed that there are plenty to go around
