The veteran hire will spearhead the wealth tech firm’s efforts to find expansion opportunities in a newly created role.
The distribution partnership will see the fintech carry a key product, allowing more advisors to oversee workplace retirement plans.
Cetera’s employee-based RIA’s second acquisition in 2024 brings six new employees and roughly $225M in AUM.
The two advisors are joining from Morgan Stanley and Merrill Lynch, where they collectively managed more than $500M.
The team, which reported managing $265M in assets at the broker-dealer, is the latest addition to LPL’s employee advisor network.
The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.
The hybrid RIA’s latest addition brings over 40 years of collective experience and $500 million in client assets.
New Finra research peels back the layers on consumer sentiment and use of artificial intelligence for financial and investment advice.
The asset management giant’s new offering brings together managed accounts, asset allocation, custody and clearance, and other capabilities from across its ecosystem.
The $1B practice, founded in 1965, extends the national RIA's footprint to 42 office locations and roughly $22B in client assets.
