A three-adviser team managing $380 million at RBC Capital Markets has gone independent and affiliated with LPL Financial through its Strategic Wealth Services platform.
George Chardukian, Adam Goldstein and Maria Peralta formed Adara Wealth Management and opened an office in Tucson, Arizona. They will use LPL’s broker-dealer, corporate RIA and custodial platforms and receive operational and management support from LPL.
Chardukian has been in the industry since 1982 and joined RBC in 2002. He hired Goldstein as a college intern, leading to his full-time employment immediately after he graduated in 2007.
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.
