Articles tagged "Sheridan Road Financial"
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The second-largest 401(k) provider drops 'Great-West' for 'Empower'
The name chosen for the second-largest retirement firm hits a mark but may face the challenge of seeming jargony
October 30, 2014 at 6:44 PM
Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) business
Ingham Retirement dropped Sentinel Securities for LPL and is also becoming a retirement plan vendor to many LPL reps
May 22, 2013 at 4:29 AM
An LPL super-client hits 'pause' on recruiting after an SEC inquiry and LPL is playing a parental role
Despite the scare, LPL stands by this OSJ and wants to support these explosive growers
March 15, 2013 at 5:47 PM
Amping up recruiting efforts, giant LPL firm grew its revenue by 300% in 2011
Independent Financial Partners has gotten so big that it's taking a bite out of LPL's business -- and LPL doesn't seem to mind
March 2, 2012 at 4:24 PM
Which three of DOL's new 401(k) rules represent the biggest land mines for financial advisors and plan sponsors
Accepting gifts, estimating fees and using asset allocation models all demand treading lightly
February 14, 2012 at 6:06 AM
Cerulli report: Specialized RIAs likely to win middle-market 401(k) plan battle
Gold-standard study shows fee-only adviser poised to take over
