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Private Wealth Guided Portfolios integrates traditional and alternative investments within risk-based portfolios for advisors serving high-net-worth and ultra-high-net-worth clients.
Two teams are joining the firm's employee and independent channels. The latter is the latest team to join Raymond James from Commonwealth, following LPL’s acquisition of the broker/dealer.
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BEST PRACTICES LPL Financial’s recruiting efforts netted it several financial advisors who collectively oversaw more than $1.4 billion in client assets at Raymond James Financial and Northwestern Mutual, the company says.
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