April 26, 2024 |

LPL goes to Delaware, Jordan Park New Hire, Natick Mass and Weld County, CO Retirement Searches

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About The Episode

Join Pat and Konch as they guide you through the latest job shifts and role changes across the financial industry, including notable moves to Jordan Park and Cresset. The episode progresses to examine substantial mergers and acquisitions within the RIA/FA sector, featuring LPL Financial’s creation of Sussex Wealth Partners and Cresset’s expansion in San Francisco. The discussion then pivots to institutional investments, highlighting recent fund allocations by large pension funds and the launch of Monomoy Capital Partners Fund V.