Staples Financial, a hybrid firm in Inver Heights, Minnesota, that manages $150 million in assets, has affiliated with the broker-dealer platform of LPL Financial and also will use its registered investment adviser platform.
The firm, which was formerly affiliated with First Allied Securities, part of the Cetera network, is led by Kristopher Staples and Trevor Johnson. Office manager Rachael Johnson is also making the move.
Staples’ father, Art, founded the firm 45 years ago; Johnson joined the business in 2008.
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The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
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