Celebrating over 50 years of helping people realize their financial goals
Announcing a New Custodial Relationship with Pershing
We are excited to announce that we are expanding our long-standing clearing arrangement with BNY Mellon’s Pershing as we transition our self-clearing business onto a single custodial platform. We have also selected Pershing X’s Wove wealth management platform to provide a suite of technology solutions to our financial professionals. Read the press release for more information.
Lincoln Investment Supports Women in Financial Services
We are proud to be ranked #5 for the most female financial advisors in the independent broker-dealer space (2023 Financial Planning’s Independent Broker-Dealer list ranking). Our commitment to providing opportunities for female financial professionals to connect, learn and grow helps strengthen and support the current and future generation of women in the industry. Read about our ongoing initiatives here.
The Outsized Performance of Tech Stocks
U.S. stocks have risen sharply in 2023 with a small number of technology companies driving an ever-increasing share of stock market gains. Read the update from Lincoln Investment’s Research Analyst Dylan Devine, CFA®, who explains that while the performance of these tech stocks has primarily driven the market upward, it doesn’t tell the whole story. With bonds now offering attractive yields, investors have more choices and may want to allocate differently.
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