John Vande Bossche and his team at Vande Bossche Financial Planning and Wealth Management, who oversaw $380 million at Northwestern Mutual, have affiliated with LPL Financial and will use the firm’s corporate registered investment adviser and custodial platforms.
Vande Bossche had been with Northwestern Mutual since 2005. His practice, based in Anaheim, California, includes his wife, Mary Vande Bossche, who serves as director of operations, their daughter, adviser Kristen Marie Nielsen, and son Patrick Vande Bossche, who serves as an analyst and marketing director.
Rounding out the team is Timothy Mitchell, director of investments, and longtime assistant Jennifer Moses.
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.
