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.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with Y Charts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
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
