The Fox Alliance, an Austin, Texas-based hybrid firm managing $260 million, has switched its broker-dealer affiliation and corporate registered investment adviser and custodial platforms from First Allied to LPL Financial.
The Fox Alliance was founded in 1986 by Bill Fox, and it's currently led by Bill Fox, Holden Fox and Josh Renfro.
The team includes advisers Jim Baker, Laura Cooper and Max Clark, and nine support staff.
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.
