LPL Financial Welcomes Fortress Financial Planning
Summary
LPL Financial added the advisors from Fortress Financial Planning to its broker-dealer and RIA platform. The team brings about $150 million in advisory, brokerage, and retirement plan assets and came from MassMutual. The move reflects the advisors' preference for an independent platform with open architecture, flexibility, and support for client-first advice. LPL positions the addition as part of its broader growth strategy for serving advisors and expanding its wealth management network.
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