Asset Management

T. Rowe Price announced the launch of Social Security Optimizer, which is a tool designed to help individual investors and plan participants maximize Social Security benefits given their expected lifespan.

LPL Financial announced that financial advisor Seth Marshall and the team at Endeavor Wealth Strategies have joined LPL Financial’s broker-dealer, RIA, and custodial platforms - aligned with Exemplar Financial Network. And the Endeavor team reported serving about $515 million in advisory assets and joins LPL from PNC Private Bank Trust.

Rossby Financial - an open architecture RIA designed for independent advisors – has announced the recent addition of three esteemed wealth management firms to its platform. And these firms, including Red Oak Advisors, led by Jennifer Szeklinski, Life Strategies Financial Partners LLC, led by Kelly Renner CFP, and EViE Financial Group, led by Melissa Reaktenwalt, AIF CSRIC, have joined with Rossby Financial to enhance their business flexibility and cater to their expanding clientele.