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Articles tagged "Burt White"


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Bryson Pouw left Advent Software to found an Advent super-consultancy that he sold to LPL Financial for $12 million in cash -- and he gets to keep his job.

How LPL Financial is executing a big RIA-like pivot through the acquisition of Blaze Portfolio, founded by an Advent Software breakaway engineering troupe

The Fort Mill, S.C., broker-dealer just took the leap to 'personalized' portfolios by paying $12 million for the Chicago trading automation firm.

November 24, 2020 at 2:23 AM

Burt White: We'd love to integrate annuities.

LPL Financial's $28 million cash purchase of AdvisoryWorld solves one big problem: Now it can make sure the proposal software includes annuities in its proposals

The Fort Mill, S.C.-based IBD is the No. 1 annuity distributor in the United States but it still cranks out proposals focused on stock/bond allocations

December 4, 2018 at 10:46 PM

Burt White: Historical technical analysis tells us that buying the dip is often the right move in bullish trending markets.

LPL investment chief to advisors: Buy the dip! What'll it look like? Good question.

Keep an eye out for a pullback triggered by a central bank goof-up, a Trump super-SNAFU or a geopolitical kaboom

August 8, 2017 at 9:56 PM

Burt White: We may not have seen full-blown panic, but we have gained some confidence that the upside opportunity for stocks from here may outweigh the downside.

Any bulls left? If not, that could be a good thing, opines LPL Financial's CIO

The ominious 'death cross' phenomenon suggest the market could be scraping bottom

January 21, 2016 at 7:56 PM

Burt White: History suggests stocks are capable of posting total returns this year in the range of 5% to 9% including dividends, despite touching negative territory on the year in August.

Why a flat start doesn't mean a flat finish for the S&P 500

Halfway-point blues notwithstanding, strong earnings and other catalysts that could push the S&P 500 into the black by Christmas

August 20, 2015 at 3:53 PM

Victor Fetter: I'm not a fan of PowerPoint promises.

LPL flaunts its Dell effect to 3,000 advisors in San Diego at focus13 confab

Newly installed CIO and ex-Dell star Victor Fetter shows he means business at the IBD's annual conference

August 29, 2013 at 7:03 PM

Andy Kalbaugh and Derek Bruton do a takeoff of an ESPN sports show called “Pardon the Interruption.”

LPL shows flashes of its new image at Financial Masters 2013

Mark Casady talked up a more 'personal' approach and Robert Moore suggests an increased focus on the high net worth market

March 19, 2013 at 7:34 PM

Winnie Sun: We have doubled the size of our staff and published iPhone and iPad apps for our clients, and we will be starting to post YouTube videos.

LPL showcases some successful, ambitious advisors as the FOCUS 2012 conference wraps up

'King of the world' James Cameron was on hand to talk about the risk of not taking risks and an ex-IMF economist confirmed that there are plenty to go around

August 29, 2012 at 4:12 AM

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