Matt B. Irwin, an advisor in Dallas who manages $160 million in assets, has shifted his affiliation from Ameriprise to LPL Financial.
Irwin’s BrokerCheck report shows he has 24 years of experience, all with Amerprise Financial and a predecessor firm, IDS.
A staffer, Alicia Boone, is making the move to LPL with Irwin.
Irwin said the market volatility in the last two years triggered his search for a new firm.
“I really appreciate LPL’s independent platform where we have more investment choices and increased flexibility in how we serve clients,” he said in a statement. “I now have access to a wide range of products and services that will help us provide clients with differentiated experiences.”
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
Meanwhile, Merrill Lynch intends to continue building its alternative investment platform for wealthy clients.
The co-founder of IFG discussed with InvestmentNews the unique opportunity that remaining independent offers to build a successful firm.
Three industry leaders will join the hybrid RIA's president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
