Stiles Financial Services Inc., an Edina, Minn.-based hybrid overseeing $600 million, has switched its broker-dealer affiliation to LaSalle St. Securities from Cambridge Investment Research. Stiles said that it will retain its own registered investment advisory unit.
The seven-person Stiles firm, which specializes in retirement plan consulting in addition to serving individual investors, was founded in 2000 by Susan Stiles.
LaSalle Street Securities is part of Elmhurst, Ill.-based LaSalle St., a group of firms that supports more than 300 financial advisers overseeing $10 billion in assets.
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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.
