A two-adviser team with more than $380 million in assets under management has switched affiliation from Wells Fargo Advisors to Commonwealth Financial Network’s network of independent financial advisers.
Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies bring more than 40 years of combined experience in financial services and wealth management, Commonwealth said in a press release Tuesday.
Lumitas offers goals-based value planning for individuals, families and executives.
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.
