Craig Zaleck and Mark Hogan, who manage $275 million as Bergen Point Wealth Management, have changed affiliations from First Allied, a unit of Cetera, to LPL Financial.
The two will operate through Independent Network of Consultants & Advisors, known as INC Advisors, a super office of supervisory jurisdiction for LPL.
Zaleck and Hogan, who are based in Bayonne, New Jersey, started their careers as CPAs.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Sham agreements allegedly padded revenue by 345%.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
