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LPL Begins to Onboard CUNA Mutual s Wealth Business

LPL onboarded $11 billion of CUNA's client assets on May 21, with the remaining $21 billion expected to onboard over the next several months.

Tim kehrerShawn mihalBrokerage servicesWaddell reed incAdvisor groupCuna mutual groupInstitution business strategy departmentInfinex financial holdingsKehrer bielan research consultingRob comfortReed incFreed financialInstitution business strategyKehrer bielan research

Advisor Group Acquires Financial Institution-Focused B/D Infinex

The deal brings Advisor Group considerable scale in the financial institution market and a more dedicated channel for those advisors.

United statesTim kehrerKenneth kehrerShawn mihalGreg cornickWaddell reed incAdvisor groupMutual groupInstitution business strategy departmentInfinex financial holdingsWhile advisor groupKehrer bielan research consultingSecurities americaKehrer bielan researchReed incFreed financial

LPL Financial to Add $6B People s United Bank

New M&T acquisition People’s United will join LPL Financial's institution services platform in 2022.

Waddell reedMatt mcafeeShawn mihalPeople united bankInstitution business strategy departmentMt bank corporationUnited bankFreed financialInstitution business strategy

Q&A: LPL s Shawn Mihal on Institutional Support

LPL has served banks and credit unions for many years, but recently the firm has made a more concerted effort to support these institutions.

Shawn mihalDan arnoldKirby horan adamsWaddell reed incMutual groupInstitution business strategy departmentFreed financialInstitution business strategyExecutive vice president kirby

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