CenterPoint Wealth Advisors, a hybrid that manages $225 million and is based in Crownsville, Maryland, has switched its broker-dealer and registered investment adviser platforms to LPL. The firm, located just outside of Annapolis, had been affiliated with Wells Fargo Financial Advisors Network.
Glenn Drake and John Kinzer, who partnered in 2003 and have more than 60 years combined experience as advisers, were joined in the move by Rachel Waltjen, who directs operations and has worked with the team for more than 17 years.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with Y Charts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
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
