Friday, September 16, 2016

Lincoln Investment Planning Agrees to Buy Legend Group

Lincoln Investments, a company that caters to 403(b) plans has agreed to take the Legend Group off of the hands of troubled Broker/Dealer Cetera Financial Group in a deal that will bring Lincoln's total assets to $30 billion.

I'll just say that I don't recommend you work with either company and that these two companies deserve each other. I assume Planmember will be the next one rolled up?

Scott Dauenhauer, CFP, MPAS, AIF
Post a Comment