HPK Provident Advisors, a four-adviser team managing $230 million in Bridgeville, Pennsylvania, and Sarasota, Florida, has switched its broker-dealer affiliation and corporate registered investment adviser platform from FSC Securities Corp., which is part of Advisor Group, to LPL Financial.
HPK was founded in the 1960s by Ron Zucchelli. The advisers making the change are the father-and-son team of David Harper and Colin S. Harper, who are Zucchelli's son-in-law and grandson, respectively, along with Michael Kutch and Brian Paluso.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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
