A firm with three advisors that oversaw $212 million at Cetera Financial has affiliated with Advisor Group. Silverberg Wealth Management in Westlake Village, California, is joining NWF Advisory, which is part of Royal Alliance, a member of the Advisor Group network, Advisor Group announced Tuesday.
Silverberg Wealth Management is headed by president Marcus Silverberg, who has 23 years of experience, according to his BrokerCheck report. The firm includes advisors Victor Mastrella and Gregg Turkin, and staffer Dana Toth.
"When we decided to change firms, we had several compelling offers,” Silverberg said in a statement. “We felt that NWF, with the backing of Advisor Group, provided the right alignment for our values and needs. Experiencing their state-of-the-art technology, flexibility and team approach makes us wish we made this move sooner."
Why “one big pool of money” needs predictability—and a plan.
Advisor recruiting climbed to its strongest pace in nearly two years, while CEO Richard Steinmeier said the firm has "cleared the decks" for bigger institutional deals.
The combinations involving Red Oak and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.
New 5-in-1 onboarding tool aims to cut subscription paperwork as advisor demand for private markets accelerates
Connecting unique offerings with a specific client niche is a sure path to advisor satisfaction and success – but it all has to start with an intentional strategy.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
