Three solo practitioners who collectively managed $375 million at Wells Fargo Advisors Financial Network have established a firm and affiliated with LPL Financial.
Advisers Allen Lorenzi, Ira Shapiro and Michael Walker have formed Raintree Wealth Partners in Scottsdale, Arizona, and will use Stratos Wealth Partners as their office of supervising jurisdiction.
Raintree is a hybrid that will use LPL’s broker-dealer and registered investment adviser platforms.
New Nationwide Retirement Institute survey reveals eight in ten Americans agree Social Security needs fixing and how.
Advisor-led adoption has been rapid for tasks from translating annuity contracts into plain English to speedy webinar prep.
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
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
