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Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Olympia, WA (PRWEB) July 20, 2022 Financial Advocates, LLC (FA), one of the largest Offices of Supervisory Jurisdiction (OSJ) with LPL in the Pacific ....

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Financial Advocates adds ex-Waddell & Reed advisors with LPL

Teams managing $7.5 billion in client assets flocked to Financial Advocates through referrals from other reps who had previously moved to the firm. ....

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Retirement Industry People Moves

The Wagner Law Group acquires Idaho-based firm; Allianz Life names chief growth officer; K&L Gates LLP adds new partner to benefits, ESOPs and executive compensation practice; and more. ....

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Retirement Industry People Moves

Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more. ....

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Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL's Acquisition of Waddell & Reed

Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL's Acquisition of Waddell & Reed
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