Three registered representatives, who collectively manage $345 million, have joined Linsco, LPL Financial’s employee-adviser unit.
Bob Trent, who managed $200 million at Wells Fargo Advisors, will open a Linsco office in Santa Rosa, California.
Gene Foley, who managed $85 million at Wells Fargo Advisors in Portland, Oregon, will work remotely from his home there.
Michael Markovich will join a new Linsco office in Denver, where he managed $60 million at Morgan Stanley.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
