Election Preview Part I & II

Our research department at LPL Financial wrote two excellent papers regarding the upcoming election, which we wanted to share with you. This research indicates the election remains a “coin toss” and forecasts the relative market/economic impact of [...]

Managing the Coronavirus Impact

We wanted to share Summit Financials’ operational plan as it relates to the government’s emergency measures to mitigate the contagion of coronavirus. Planning/ investment reviews will be offered to you via conference call Prior to [...]

LPL Financial Knowledge-Driven Conferences

Each year, the top 100 fee-based advisors come together to review client management techniques, prepare for industry changes and share ideas with peers to improve their practices. In this forum attendees explore successful business models [...]

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