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.
The new AI feature generates instant client portfolio talking points, slashing meeting prep time for advisors.
As Citizens expands its advisory footprint, the bank is also going after wealth trapped inside business ownership
The Forbes rankings are highly sought after by some advisors and firms for marketing purposes.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
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
