John and Evan McCoy, a father-and-son team whose Integrity Financial Services managed $150 million in Lancaster, Pennsylvania, have switched broker-dealer affiliations to LPL Financial from Securities America. They also will use LPL as their registered investment adviser and custodian.
John McCoy joined Integrity about 10 years ago with a partner adviser, who retired last year. Evan McCoy joined his father’s business in 2018. Staff members Susan Turman and Kris Martin joined in the move.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
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
