Cornerstone Financial Planning, a hybrid firm that's based in Fort Myers, Florida, and manages $160 million, has changed its broker-dealer affiliation and registered investment adviser platform to LPL Financial from Securities Service Network, which is part of Advisor Group.
Cornerstone is led by Ed Bell III and Gretchen Collins, who are siblings.
The firm was founded by Bell and his late father in 2001. Collins joined her brother at the firm from Wells Fargo Advisors in 2017.
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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.
