|
|
CAPITAL ANALYSTS TO JOIN LINCOLN INVESTMENT
Western & Southern Financial Group has agreed to sell the assets of Capital Analysts Incorporated (Capital Analysts) to Lincoln Investment Planning, Inc. (Lincoln Investment). Capital Analysts is a full-service broker-dealer and registered investment advisor, providing a diversified platform for independent wealth management advisory firms. Lincoln Investment is a long-standing and well-respected Philadelphia-based firm in a similar business. Both companies have more than 40 years experience in the industry. Client changes minimal |
![]() |
|
|
|
Investment Advisor - August 2011
No matter how you do the math, there are still only 100 cents in a dollar - and all the money in motion in our business comes from the client. Learn the perils of financial geography in this article by Matt Lynch. Read more. |
![]() |
|
|
|
AdvisorOne - May 2011
Shore Morgan Young Wealth Strategies of Columbus, Ohio, has joined Capital Analysts in order to provide expanded solutions for its affluent clientele. Read more.
|
![]() |
|
|
|
Financial Planning - February 2011
Matt Lynch discusses Fiduciary Freedom and explains that many advisors think the value proposition between themselves and clients is based on advice, not the products they sell.
|
![]() |
|

