Browse Investopedia’s expert-written library to learn about building your practice as a young financial advisor. https://t.co/xVdNVfBq2z ...

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Core Insights - Lighthouse Private Wealth has been formed by advisors DJ Totland, Christopher Meyer, and Rob Tendler, joining LPL Financial's platform, with approximately $1.1 billion in advisory, brokerage, and retirement plan assets [1][2]. Group 1: Company Formation and Background - Lighthouse Private Wealth is located in Red Bank, New Jersey, and has a combined experience of 90 years among its founding advisors, who have worked together for 20 years [2]. - The firm serves a diverse clientele, including high-net-worth individuals, small business owners, and families, utilizing a holistic approach to financial matters [2]. Group 2: Reasons for Choosing LPL Financial - The advisors chose LPL Financial for improved technology and autonomy, aiming to customize their services in an 'a la carte' manner [3][4]. - The desire to become business owners and operate independently from traditional wirehouses or regional broker-dealers was a significant factor in their decision [4]. Group 3: LPL Financial Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions, with around $1.9 trillion in brokerage and advisory assets [6]. - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors to select the resources they need to succeed [6].

Investment Strategy - The report mentions Ric Edelman (@ricedelman), a Hall of Fame Financial Advisor, discussing the new 60/40 portfolio [1] - The industry is focusing on the evolution and potential adjustments to the traditional 60/40 investment portfolio strategy [1]

SAMSON MOW: “In the age of Bitcoin, having a financial advisor is like saying the McDonald’s cashier is your nutritionist.” https://t.co/dCTxJdOJtt ...

RT Buy Side from WSJ (@BuySideWSJ)Explore various fee structures associated with hiring a financial advisor in 2025.https://t.co/0LuVbt9exp ...

Let's talk about it with Mark Dolman. He is helping professional athletes manage and invest their money. He just had a client get drafted, by the way, in the first round of the NBA last night. He's got a pair of first rounders in the NBA from a year ago.And Mark is on set with us. He is a managing director at creative planning which is itself interesting because I don't think of creative planning and Peter and all the great team that you guys have as financial planners being in the sports world but there's ...