Ladenburg Thalmann has constructed out a workforce of consultants to assist advisors throughout its 5 unbiased dealer/sellers higher serve high-net-worth traders who've extra advanced planning wants. The Superior Planning Group, as the brand new workforce known as, will present experience on tax planning, property planning and enterprise planning, the agency introduced this week at its annual ELEVATE Advisory Symposium in Nashville.
The workforce will work with advisors on superior planning methods, similar to intergenerational wealth transfers, developing tax-smart portfolios and supporting company retirement plans of enterprise proprietor purchasers.
The agency additionally introduced a plan to broaden Hyperlink to the Future, an initiative initially launched by Securities America, to all of its dealer/sellers. The initiative offers school college students inquisitive about a profession in monetary recommendation with funding and entry to trade occasions. The agency additionally units up college students with mentorships with current advisors and home-office workers. The agency selected 20 recipients this 12 months.
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