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Ladenburg Thalmann Launches Advanced Planning Group And Expanded Rollout Of Link To The Future Program

Ladenburg Thalmann Launches Advanced Planning Group And Expanded Rollout Of Link To The Future Program At Second Annual Elevate Advisory Symposium

 


Advanced Planning Group Helps Financial Advisors Across Ladenburg’s Independent Advisory and Brokerage Subsidiaries to Provide Sophisticated Solutions to Complex Issues for High Net Worth Clients

Expanded Rollout of Link to the Future Initiative Accelerates Cultivation of Next Gen Financial Advisors Among College Students


 

Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK) (“Ladenburg”), a publicly-traded diversified financial services company, announced the successful conclusion of its second annual ELEVATE Advisory Symposium, designed to support the business growth of fee-based financial advisors across the company’s five independent advisory and brokerage (IAB) subsidiaries, encompassing Securities America, Triad Advisors, Investacorp, KMS Financial Services, and Securities Service Network.

More than 300 financial advisors affiliated with Ladenburg’s IAB firms attended the invitation-only event – held at the JW Marriott in Nashville, Tenn., from January 13 through 15 – which delivered forward-thinking ideas, techniques and strategies to enhance advisors’ fee-based businesses through holistic financial planning for clients.

ELEVATE Ladenburg Advisory Symposium LogoRichard Lampen, Chairman, President and Chief Executive Officer of Ladenburg, said, “We kicked off 2019 with a resoundingly successful second annual ELEVATE Symposium, building on the high level of energy and engagement from our inaugural event from over a year ago. We’re pleased with the overwhelmingly positive response among our invitees to the insights and expertise showcased at this conference, along with the enhanced networking and best practices sharing opportunities for financial advisors, strategic partners and home office staff. The depth and breadth of this event further underscores the power of Ladenburg and its subsidiaries’ collective intellectual capital and resources, while affirming our company’s position as a leading innovator of the network model for the independent financial advice industry.”

At this year’s ELEVATE Symposium, Ladenburg also announced the launch of its enterprise-level Advanced Planning Group to enhance the comprehensive wealth management capabilities of financial advisors across all five of its IAB firms.

Comprised of a team of dedicated consulting professionals with expertise in tax planning, estate planning and business planning, the Advanced Planning Group acts as a resource for financial advisors to allow them to deliver sophisticated and highly customized solutions for high net worth and upper quartile mass affluent clients to address complex challenges and opportunities.

Continue reading the full press release >

 


Related: Investacorp’s New Pioneers Program awards scholarships and paid internships to college students seeking a career in the financial services industry.


 

For more information, please contact:

Leslie Vigil
Senior Vice President of Business Development
Investacorp, Inc.
O: 305-901-1825
LVigil@investacorp.com

 


 

For Financial Professional Use Only

2019-01-28T11:51:07+00:00January 28, 2019|