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Wintrust Financial To Move Two Wealth Management Businesses To LPL's Institution Services Platform

RTTNews | 599天前

Wintrust Financial To Move Two Wealth Management Businesses To LPL's Institution Services Platform

(RTTNews) - LPL Financial Holdings Inc. (LPLA) and Wintrust Financial Corp. (WTFC) announced Friday an agreement to transition support of the wealth management business of Wintrust Investments, LLC and certain private client business at Great Lakes Advisors, LLC, and their approximately 85 advisors and approximately $16 billion of brokerage and advisory assets to the LPL Institution Services platform.

Wintrust Investments, LLC is a broker-dealer and registered investment advisor with $13 billion of brokerage and advisory assets that are expected to transfer to the LPL platform.

Great Lakes Advisors, LLC is an RIA with $17 billion in total advisory assets; $3 billion of its private client advisory assets are expected to transfer custody to the LPL platform.

The transition is expected to be completed in the first quarter of 2025, subject to receipt of regulatory approval and other conditions.

标签: LPLA

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China Shares May Open Under Water Again On Wednesday

China Shares May Open Under Water Again On Wednesday

The China stock market has finished lower in three consecutive trading days, shedding almost 70 points or 1.8 percent along the way. The Shanghai Composite Index now sits above the 3,865-point plateau and it may take further damage again on Wednesday.

RTTNews | 15分钟前

Australian Market Significantly Higher

Australian Market Significantly Higher

Australian shares are trading significantly higher on Wednesday, adding to the gains in the previous session, with the benchmark S&P/ASX 200 moving well above the 8,950 level, following the mixed cues from Wall Street overnight, with gains in mining and financial stocks partially offset by weakness in energy stocks.

RTTNews | 42分钟前

Tech Shares May Weigh On Taiwan Stock Market

Tech Shares May Weigh On Taiwan Stock Market

The Taiwan stock market has moved lower in two straight sessions, sinking more than 600 points or 2.3 percent in that span. The Taiwan Stock Exchange now sits just beneath the 26,800-point plateau and it may open to the downside again on Wednesday.

RTTNews | 45分钟前

Singapore Shares May Find Traction On Wednesday

Singapore Shares May Find Traction On Wednesday

The Singapore stock market has finished lower in five straight sessions, stumbling almost 120 points or 2.9 percent in that span. The Straits Times Index now rests just above the 4,360-point plateau although it may stop the bleeding on Wednesday.

RTTNews | 1小时15分钟前

Malaysia Shares May Tick Lower Again On Wednesday

Malaysia Shares May Tick Lower Again On Wednesday

The Malaysia stock market has moved lower in three consecutive trading days, sinking almost 20 points or 1.2 percent along the way. The Kuala Lumpur Composite Index now sits just above the 1,610-point plateau and it's tipped to open in the red again on Wednesday.

RTTNews | 1小时45分钟前

U.S. Dollar Weakens After Powell's Comments

U.S. Dollar Weakens After Powell's Comments

The U.S. dollar fell against its major counterparts in the New York session on Tuesday, after Federal Reserve Chair Jerome Powell hinted at further rate cuts in the coming months.

RTTNews | 1小时57分钟前

Bargain Hunting May Life Japan Shares

Bargain Hunting May Life Japan Shares

The Japanese stock market has finished lower in two straight sessions, plunging almost 1,750 points or 3.6 percent in that span. The Nikkei 225 now sits just shy of the 46,850-point plateau although it may see a technical rebound on Wednesday.

RTTNews | 2小时0分钟前

South Korea Shares May Take Further Damage On Wednesday

South Korea Shares May Take Further Damage On Wednesday

The South Korea stock market has finished lower in back-to-back sessions, sinking almost 50 points or 1.4 percent along the way. The KOSPI now rests just above the 3,560-point plateau and it may tick lower again on Wednesday.

RTTNews | 2小时15分钟前

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