LPL Adds $715M Cincinnati Team From Cetera

Published on August 28, 2025

Patrick Burke and Matt Tarka lead Concentric Wealth Management. The team was originally affiliated with Avantax, which Cetera acquired several years ago.

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America's Driving Habits: June 2025

August 28, 2025
Travel on all roads and streets increased in June. The 12-month moving average was up 0.07% month-over-month and was up 0.96% year-over-year. However, if we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was flat month-over-month and down 0.94% year-over-year.

The Diamond Podcast for Financial Advisors: How Donor Advised Funds Help Advisors Add Value and Assets

August 28, 2025
Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business.