ICG next leaves LPL Financial to join Osaic
LPLA LPL Financial Holdings Inc
$308.51 +0.99%
View chart & analysis → - 1ICG next moved approximately $2.3 billion in client assets from LPL Financial to Osaic.
- 2ICG next's scale, which has nearly tripled since 2019, includes approximately 21 financial advisors.
- 3LPL Financial recorded a 35% year-over-year increase in assets under advisement in the second quarter.
So what's the key point?
Client assets managed by ICG next have moved from LPL Financial to Osaic. ICG next has grown three times its size compared to 2019.
Source Wealth Management +1 · View original ↗
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