Progressive Financial Concepts, a six-adviser team managing $450 million in Scottsdale, Arizona, has changed affiliations from Sagepoint Financial, which is part of Advisor Group, to LPL Financial.
Progressive has chosen to be overseen by The Wealth Consulting Group, an LPL office of supervisory jurisdiction.
The advisers making the change are Kory Budinger, Michael Apsell, Eric Black, Greg Morell, Stan Waldrop and Brian West. The advisers are supported by five administrative staff members.
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.
