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.
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
