The Opus Group of Virginia, a hybrid managing $150 million in Virginia Beach, has switched its broker-dealer and corporate registered investment adviser platforms from MML Investors Services to LPL Financial.
The firm, headed by Forrest Williams Jr., had been affiliated with MML Investors Services for 27 years.
See more adviser moves in InvestmentNews' Advisers on the Move database.
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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.
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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.
