Image via Pulse2 — funding news
Last updated
LPL Financial: Partnership
HighWater Wealth, a San Diego-based wealth management firm with $2.4 billion in advisory assets under management, joined LPL Financial's broker-dealer and registered investment adviser platform through the Quotient Advisor Partners channel, migrating from U.S. Bank with five senior advisors.
Source: Pulse2 — funding news
The leadership read
Alliances like this can broaden financial services commercial leadership bench strength.
Market context: The wider read — a Talent Market Index of 107.8 (Hot), up 2.4 month-on-month — shows Americas signal flow rising (+15.4pts).
LPL Financial: 3 signals in the last 90 days; 0.3% of MitchelLake's Asia signal flow; 4 tracked across 91 days.
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