Stiles Financial Services Inc., an Edina, Minn.-based hybrid overseeing $600 million, has switched its broker-dealer affiliation to LaSalle St. Securities from Cambridge Investment Research. Stiles said that it will retain its own registered investment advisory unit.
The seven-person Stiles firm, which specializes in retirement plan consulting in addition to serving individual investors, was founded in 2000 by Susan Stiles.
LaSalle Street Securities is part of Elmhurst, Ill.-based LaSalle St., a group of firms that supports more than 300 financial advisers overseeing $10 billion in assets.
For sellers weighing PE deals, due diligence shouldn't end with the offer on the table – the acquiring platform and the M&A advisor deserve a hard look as well.
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources.
A new SIFMA and KPMG study of more than 2,100 US investors finds satisfaction high, AI-only trust falling, and demand for human guidance growing across every generation.
Retail banks and private wealth firms scored 40 in Fitch's AI stress test, signaling possible one-notch downgrade risk under an adverse scenario.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
