Another multimillion-dollar advisor has joined LPL Financial, building on a series of recent advisor moves to the firm’s broker-dealer, RIA and custodial platforms.
Laura Evans was previously with Edward Jones and has served around $235 million in advisory, brokerage and retirement plan assets, with a 27-year career from leaving college to today and the launch of her new independent financial practice – Bloom Wealth Strategies.
Drawing its name from Evan’s favorite Elizabeth Appell quote - “And the day came when the risk to remain tight in the bud was greater than the risk it took to blossom” - Bloom Wealth Strategies also includes Whitney Feasel as director of operations.
Evans’ passion for wealth management is clear.
“One of the most important things about planning for retirement is understanding how to be reasonable and realistic about how long your money will last,” she said. “I enjoy sitting down with my clients and helping them figure out how to really enjoy their retirement years.”
InvestmentNews anchor Gregg Greenberg recently sat down with T. Rowe Price retirement strategist Mike Shamburger to discuss the explosion in the small/mid-market retirement plan arena and how advisors can tap into it.
And Evans said there’s a reason why she chose LPL Financial to partner with and take her career in a new direction.
“From access to streamlined and integrated technology solutions to strategic support, everything LPL offers is with the advisors in mind,” she said, “I am at a stage in my life where I just want to focus on providing the best experience for my clients, and I am confident that partnering with LPL will allow me to do just that.”
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.
