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Archive for August 2014

Jodie Papike comments on Financial Telesis acquisition

NFP Advisor Services, the brokerage unit of National Financial Partners Corp., has made hay in light of a recent deal announced between LPL Financial and Financial Telesis. NFP Advisor Services reported that it had wrapped up a recruiting spree over the past six to eight weeks in which it landed 53 advisers, the “vast majority” of which…

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Another Cross Search Success story!

A $1.3B Financial Telesis Shop Switches B-Ds Filed on Wednesday, August 06, 2014 A $1.3-billion 401(k) plan advisor (KPA) team just aligned with Independent Financial Group. David Krasnow confirms that last month his Cleveland-based shop,Pension Advisors, switched broker-dealers from Financial Telesis, IFG. Krasnow had worked with FTI for seven years. Krasnow’s move comes as giant independent B-D LPL and…

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