An advisor who managed about $325 million at Merrill Lynch has affiliated with LPL Financial’s employee advisor channel, Linsco, the firm announced Tuesday.
Christopher Coffin is opening a new firm, Coffin Financial Group, in Austin, Texas.
Coffin is a second-generation advisor who earned a law degree before deciding to switch to wealth management. He had been affiliated with Merrill Lynch since joining the industry in 2008. His practice focuses on financial planning and tax-managed asset strategies for doctors, lawyers and other professionals.
In a statement, Coffin said his move reflected a desire to be able to do more for his clients.
“Through LPL and Linsco, I have the flexibility to build the business I want, putting clients’ best interest at the forefront of everything I do,” he said. “I have access to premier LPL technology and resources to enhance the client experience, as well as support from the Linsco team for my firm’s administrative and marketing needs.”
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.