HPK Provident Advisors, a four-adviser team managing $230 million in Bridgeville, Pennsylvania, and Sarasota, Florida, has switched its broker-dealer affiliation and corporate registered investment adviser platform from FSC Securities Corp., which is part of Advisor Group, to LPL Financial.
HPK was founded in the 1960s by Ron Zucchelli. The advisers making the change are the father-and-son team of David Harper and Colin S. Harper, who are Zucchelli's son-in-law and grandson, respectively, along with Michael Kutch and Brian Paluso.
The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks.
The advisor marketing platform is expanding its leadership team to accelerate enterprise sales and AI-driven compliance tools.
Why “one big pool of money” needs predictability—and a plan.
Advisor recruiting climbed to its strongest pace in nearly two years, while CEO Richard Steinmeier said the firm has "cleared the decks" for bigger institutional deals.
The combinations involving MirrorWeb and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
