LPL Adds $700M BofA Team to HNW Channel

Published on September 10, 2024

John Duane and Gregory Giantsos are launching BrookBridge Private Wealth under LPL’s high-net-worth-focused model, LPL Private Wealth Management.

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Why Should You Care When Stocks Plunge?

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The safest way to ensure retirement security is to match, on a year-by-year basis, future spending needs with a reliable stream of inflation-adjusted income and maturing fixed-income assets. As we’ve already seen, a conventional stock/bond portfolio may not cut that mustard.