Lincoln Investment's conversion of its Solutions assets to a single custodial platform, supported by BNY Mellon's Pershing, will be a game-changer in the wealth management industry. This strategic move aims to streamline operations, enhance efficiency, and provide a seamless experience for advisors and clients alike. By consolidating assets onto one platform, Lincoln Investment is poised to deliver a more integrated and comprehensive wealth management solution.
Amid the boom in wealth management M&A, it turns out that it's not just giant B-Ds like LPL or Osaic that are making deals. Lincoln Investment and BNY Mellon's Pershing are expanding their longtime clearing partnership as Lincoln transitions its Solutions assets. This collaborative effort showcases the commitment of both firms to deliver best-in-class services and support to financial advisors across the country.
Thank you for sharing! BNY Mellon's Pershing and Lincoln Investment are expanding their longtime clearing partnership as Lincoln transitions its Solutions assets to a single custodial platform. This move underscores the importance of collaboration and innovation in the ever-evolving wealth management landscape. By leveraging the strengths of both organizations, advisors can expect a more efficient and streamlined experience for managing client assets.
The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks and more time focusing on client relationships. This renewed focus on advisor productivity and efficiency is a testament to the commitment of BNY Mellon and Lincoln Investment to empower advisors with the tools and resources they need to succeed in today's competitive market.
Commonwealth lures $3B San Diego team from Lincoln Investment. With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to join Commonwealth. This strategic move highlights the attractiveness of Commonwealth's platform and the growing demand for specialized wealth management services in the retirement plan space.
Lincoln Investment and BNY Mellon's Pershing expand custodial relationship. Lincoln Investment Planning (Lincoln Investment) and BNY Mellon's Pershing platform are strengthening their partnership to provide enhanced support and services to financial advisors. This collaboration underscores the commitment of both firms to deliver innovative solutions and value-added services to their clients.
Lincoln Financial Corp. has agreed to sell its independent broker/dealer and registered investment advisory divisions to Osaic Inc. to focus on its core business. This strategic divestiture will enable Lincoln Financial to streamline its operations and focus on its core competencies while providing Osaic with a platform for growth and expansion in the wealth management industry.
Lincoln's independent broker-dealer and registered investment advisory firms, including a national network of financial professionals, are known for their commitment to client service and innovation. With a focus on deliver personalized wealth management solutions, Lincoln Investment is dedicated to helping clients achieve their financial goals and aspirations.
Lincoln was founded more than 10 years ago with one aim: to make wealth management work for our clients. We are a genuinely independent wealth management firm that is committed to putting our clients' interests first. With a focus on transparency, trust, and integrity, Lincoln Investment has built a reputation for excellence in the industry.
