The top estate planning platform's veteran hire will lead its legal team's efforts to develop estate planning, tax analysis, and wealth transfer solutions for ultra-high-net-worth clients.
Meanwhile, Ameriprise has bolstered its own ranks as an LPL defector joins its branch channel in California.
Veris revealed a key promotion and its successful CIO transition, while $24.6 billion RIA Choreo taps a veteran leader for a newly created role.
The two hybrid RIAs have widened their respective footprints with acquisitions in Kentucky and Pennsylvania.
With meaningful scale and growing client needs, the multibillion-dollar RIA's leader says the "time is right" to come into its own as an independent private investment business.
Research reveals a third of investors uncertain they can retire where they live, with deeper doubts among those in high-tax and high-cost areas.
Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients better.
President Jeff Dobyns unpacks the strategic power of mentorship, what makes an "ideal team player," and how the firm's 89 percent success rate has paid off for veteran advisors.
Driven by long-term vision and a steadfast commitment to client service, the top-ranking advisors are reaching new heights of success.
While the regulator's lawyers may be exempt, a federal effort to purge workers is causing uncertainty across its broader employee base.
