Allison Taylor, who managed $295 million at Wells Fargo Advisors, has affiliated with LPL Financial.
The Taylor Wealth Management team includes Taylor’s daughter, Jordan McDole, who serves as the firm’s operations manager, and Kaitlyn Chuong, the client relationship manager. The firm is based in Huntington Beach, California.
Taylor had been with Wells Fargo since 2004.
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.
