A firm with three advisors that oversaw $212 million at Cetera Financial has affiliated with Advisor Group. Silverberg Wealth Management in Westlake Village, California, is joining NWF Advisory, which is part of Royal Alliance, a member of the Advisor Group network, Advisor Group announced Tuesday.
Silverberg Wealth Management is headed by president Marcus Silverberg, who has 23 years of experience, according to his BrokerCheck report. The firm includes advisors Victor Mastrella and Gregg Turkin, and staffer Dana Toth.
"When we decided to change firms, we had several compelling offers,” Silverberg said in a statement. “We felt that NWF, with the backing of Advisor Group, provided the right alignment for our values and needs. Experiencing their state-of-the-art technology, flexibility and team approach makes us wish we made this move sooner."
Mara Glassel and Julie Fox will co-lead the fast-growing hybrid RIA’s ultra-high-net-worth and private wealth businesses.
The banking giant's wealth arm extends its revenue streak as it pushes to exit consent orders weighing on growth since 2020.
New Allspring research finds 401(k) participants want guidance on income and rollovers, not just portfolio automation.
Aging homeowners hold record housing wealth - but most advisors still aren't bringing it into retirement plans
$1.7M invested from an inheritance. Then the phone went dead.
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