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LPL Monetary (ticker: LPLA) signed one other financial institution for its institutional companies platform, which offers brokerage and advisory companies to clients of banks, credit score unions, and different monetary establishments.
Residents & Northern Company (CZNC), a financial institution holding firm with operations in Pennsylvania and New York, traces its origins to 1864. The corporate’s wealth unit, C&N Wealth Administration, has 15 monetary advisors, and $475 million in brokerage, advisory and retirement plan property, in response to LPL Monetary.
C&N,…
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