Mergers and Acquisitions: The Right Deal or The Right Partnership?

By Christopher Mercado, MBA, CFP®, CIMA®, AIFA®, Managing Partner and Chief Investment Strategist In the world of M&A, there are a million things to take into consideration, but one of the most important aspect that advisors often forget is that you not only need to find the right deal but find the right partnership. It […]

Arakelian Wealth Management Welcomes Jane Levine to their Growing Practice

Arakelian Wealth Management (AWM) is proud to welcome Jane Levine, CFP® as the newest advisor to their organization. AWM is an affiliated office of LPL Financial based in San Ramon, California, and seamlessly services clients throughout California and several states throughout the country. While 2020 has been a struggle for many offices, it has proved […]

Long Term Care Awareness

November is Long Term Care Awareness month, and many of our advisors are taking the opportunity to reexamine how the service can benefit both their clients and their practice. While according to Lincoln Financial Group, 72% of Americans believe they would not be able to provide adequate care for a loved one, and 99% of […]

The Financial Services Network Welcomes Janelle O’Brien of Hyacinth Capital

The Financial Services Network (The Network), along with LPL Financial, is pleased to announce that Janelle O’Brien has joined both LPL and The Network’s group of advisors. O’Brien’s company, Hyacinth Capital, is an independent financial planning firm based in Burbank, California.  With nearly two decades of industry experience, O’Brien’s professional background has been anything but […]

Overlooked Cyber Threats from Work & Home

By Daxs Stadjuhar, Managing Partner and Chief Risk Officer Did you know that October is National Cybersecurity Month? While the concept may feel commonplace as our world becomes increasingly virtual, we run the risk of becoming complacent and missing the threats right in front of us. Trust me, when the only Special Report the SEC has […]