First Legacy Wealth Management, a three-adviser team managing $400 million, has switched its broker-dealer affiliation and corporate registered investment adviser platform from Avantax Investment Services, part of Blucora, to LPL Financial.
The team, based in San Angelo and Big Spring, Texas, affiliated through JFC Advisor Network, a large LPL office of supervisory jurisdiction.
Advisers Dennis Reed, Lance Modawell and Steve Stone are supported by three assistants.
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.
