A long-established partnership of financial advisors has taken the next step on its journey by joining LPL Financial’s broker-dealer, RIA and custodial platforms from Fulton Financial Advisors, part of Raymond James.
The duo of financial advisors — Colleen Schuler and John Gibson — have worked together for 15 years and set up their independent practice, Gibson Schuler Wealth Advisors, in Arundel County, Maryland.
They have served approximately $205 million in advisory, brokerage, and retirement plan assets and interviewed several wealth management firms before making their decision to join LPL.
“There’s a reason LPL serves nearly 22,000 financial advisors,” Schuler said. “We look forward to providing our clients with a best-in-class experience thanks to LPL’s streamlined and integrated technology, innovative tools and comprehensive support. Everything LPL offers confirms its commitment to taking care of advisors so we can focus on what’s most important — our clients.”
LPL has seen a steady stream of advisors and firms joining its ranks this year including a $650 million advisor from Morgan Stanley, and teams from Merrill Lynch, Edward Jones, Wells Fargo, Ameriprise, and Cetera among others.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
