Strategic Planning Group, an accounting and planning-oriented advisory firm managing $220 million in Fishers, Indiana, has changed its affiliation to Commonwealth Financial Network from Cambridge Investment Research.
Strategic Planning group is headed by firm president and adviser John Wood.
Joining him in the move are adviser and accountant Chris McCauley, accountant and director of taxation services Kerry Zerla, and operations manager Julie Ogle.
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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.
