Wealth Management Advantage

Fueling its network of advisors with products and services that foster the growth of advisor-client relationships, Ladenburg Thalmann’s Wealth Management Advantage offers:

  • Access to expert wealth management advice, market analysis, due diligence, fund selection and asset allocation, and diversification strategies through Ladenburg Thalmann Asset Management, an SEC-registered independent advisory firm with over $2 billion in assets under management
  • A full suite of investment banking and capital markets products and services along with access to proprietary equity research and a dedicated fixed-income trading desk, through Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for 135 years
  • Specialized point-of-sale support for life insurance, annuity, and long-term care products from industry leader Highland Capital Brokerage, an Insurance brokerage general agent based in Birmingham, Alabama
  • Industry-leading practice management, growth, and succession planning tools
  • Best-in-class technology
  • Trust and estate planning services from Premier Trust Inc., a trust services company based in Nevada to help advisors develop client relationships that endure for generations