A Scottsdale, Arizona-based team that managed $400 million in client assets at PlanMember Securities is affiliating with LPL Financial and aligning with Mariner Advisor Networks, LPL announced Thursday. One2One Wealth Strategies will use LPL’s broker-dealer, RIA and custodial platforms, the firm said.
One2One is led by its founders, Robert Young, Gavin Jensen and Adam Carlat. It has six other advisors: Austin Adams, Greg Geryak, Austin "Tex" Sigrist, Stephanie Schultz, Jeff Edwards, and George Fraunces. The team includes director of operations Larry Brodie, and five staff members.
Carlat said in a statement that One2One is focused on customer experience.
“By making this move, we will be able to elevate our service and enhance our offering by being able to work on more complex portfolios,” he said. “We appreciate that LPL’s integrated technology has one login and an easy, user-friendly interface for our clients to access information from anywhere they want. We also look forward to tapping into the experienced investment portfolio team at Mariner.”
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
As markets disintegrate, the value of on-the-ground, first-hand research through "intimate knowledge acquisition" is skyrocketing.
Deal brings 10 advisors and deeper family office reach to Austin market.
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
