September 14, 2016
Transaction Reinforces Lincoln Investment's Commitment to Retirement Plan Advice Space
Cetera Financial Group ("Cetera")*, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC, today announced the signing of a definitive agreement for the divestiture of Legend Group Holdings, LLC ("The Legend Group") by First Allied Holdings, Inc., a Cetera affiliate, to Lincoln Investment Capital Holdings, LLC. Financial terms of the transaction, which is expected to close by early next year subject to regulatory approval, were not disclosed.
Lincoln Investment Capital Holdings, LLC is the parent company of Lincoln Investment Planning, LLC ("Lincoln Investment"), a leading full-service independent broker-de…
Shashi Mehrotra is the CEO, President and Chief Investment Officer of Legend Advisory Corporation and a pioneer in the application of artificial intelligence to the field of investment management.
March 29, 2016
The Legend Group Congratulates Winner of the National Tax-Deferred Savings Association’s Elite Advisor Award
- Association Selects a Legend Group Financial Professional as One of Six Winners from Top Institutions Across the Country
October 30, 2014
The Legend Group® and ACSI Announce Corporate Partnership
- The Legend Group® (“Legend”) is proud to announce their national corporate partnership with The Association of Christian Schools International ("ACSI").
July 21, 2014
The Legend Group® Launches Women's Impact Network
March 28, 2014
The Legend Group Implements Advanced Retirement Planning Educational Program for Advisors
- The Legend Group (Legend), an independent broker/dealer, has announced a unique retirement planning educational program for their financial professionals.
January 16, 2014
Legend Advisory Corporation Announces Wealth Management Platform
- Palm Beach Gardens, Fla. – Legend Advisory Corporation (Legend), a registered investment adviser, announced today the unveiling of a comprehensive wealth management platform for their financial advisers.
October 23, 2013
The Legend Group Automates Account Processing with SIGNiX Digital Signatures
- SIGNiX, a leading electronic signature vendor, and Docupace, a paperless processing system provider, have joined forces to automate account processing for an independent broker-dealer with 400 registered representatives.
April 4, 2013
Strengthening Leadership: The Legend Group Promotes Tenured Employee
- Legend is proud to announce the promotion of an experienced member of the Legend Family. Legend strongly supports the opportunity for employees to grow and assume a higher degree of responsibility within the organization.
January 1, 2013
The Legend Group and Legend Advisory Corporation Unveil Redesigned Brands
- After a year of a strategic research and development process, The Legend Group and Legend Advisory Corporation have released new brands, which include new logo designs and materials.
August 15, 2012
The Legend Group® Strengthens Technology Platform Through Partnership With Docupace Technologies, Inc
- The Legend Group is pleased to announce a strategic partnership with Docupace Technologies, Inc. to offer access to an industry-leading platform for electronic forms and client data integration.