Advisor Group s Premier Trust Expands Business Development And Trust Administration Teams To Support Surge In Demand For Sophisticated, Financial Advisor-Friendly Trust Solutions prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
Top Wealth Management Exec Leaves Securities America Paul Lofties, who had been with Securities America since 2003, left the firm in December, and plans to join an advisor coaching and consulting firm.
Paul Lofties, senior vice president of wealth management for Securities America and its former parent company Ladenburg Thalmann, left the firm in December of last year. He plans to join a wealth management coaching and consulting firm, which he could not yet name, in a part-time capacity in the next few weeks.
“It’s going to allow me to more directly work with financial advisors and have better control of my time,” Lofties said.
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Pacific Premier Bancorp Announces the Conversion of Pacific Premier Trust’s Wealth Business Operating System to SEI Wealth Platform
Pacific Premier Bancorp Announces the Conversion of Pacific Premier Trust’s Wealth Business Operating System to SEI Wealth Platform Pacific Premier Bancorp, Inc. (Nasdaq: PPBI), the holding company of Pacific Premier Bank (Pacific Premier, the Bank), announced today that Pacific Premier Trust, a division of Pacific Premier, will convert its wealth business operating system to the SEI Wealth Platform
SM (SWP) during the first half of 2021. Pacific Premier Trusts decision to convert its wealth business operating system is one of several initiatives undertaken to enhance its operational efficiency and fully leverage the scalability of its IRA custodial services.
Pacific Premier Bancorp Announces the Conversion of Pacific Premier Trust s Wealth Business Operating System to SEI Wealth Platform | Ap nrtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from nrtoday.com Daily Mail and Mail on Sunday newspapers.