Core Insights - LPL Financial LLC has welcomed financial advisor Brandon Dixon-James, who has approximately $250 million in advisory, brokerage, and retirement plan assets, to launch Resilient Wealth Management [1] - Resilient Wealth Management, founded by Dixon-James in 2020, focuses on providing personalized support to clients, primarily those nearing or in retirement [2] - Dixon-James emphasizes a holistic approach to wealth management, offering tailored advice and fostering strong client relationships [3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custody approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6] - LPL provides a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run successful businesses [6]

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 ...

- Dual Recognition Underscores Binah’s Unmatched Commitment to Leadership and Operational Excellence -NEW YORK, June 05, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. (“Binah Capital”) (NASDAQ: BCG), a financial services enterprise supporting the growth of independent financial advisors, today announced that PKS Investments (“PKS”), a Binah Capital Group company, has been named a finalist in two categories for the prestigious 2025 Wealth Management Industry Awards (“The Wealthies”). The categories are ...

Most humans are not rational about their finances. Questions like how much should I save for the future. Where should I invest my money to take the right risk for me.And how should I think about debt and taxes. How you answer these questions today will impact your freedom to do the things you want in the future. Until today, the way to answer these questions have been asking friends, Googling, sometimes hiring a financial adviser, or maybe even asking your bank.These options aren't great. They're filled wit ...