Lincoln Financial Group, parent to the independent broker-dealer Lincoln Financial Network, and a former recruiter settled an age discrimination claim that alleged the recruiter, Louis Hanna, was fired in October 2017 for “poor performance.” At the time he was 50 ...

This summer I started writing weekly profiles on niche advisory practices to explore the trend in wealth management of narrowing the potential market and client services to the level of concentrated specialization. Across the eight profiles I’ve written so far, ...