Staples Financial, a hybrid firm in Inver Heights, Minnesota, that manages $150 million in assets, has affiliated with the broker-dealer platform of LPL Financial and also will use its registered investment adviser platform.
The firm, which was formerly affiliated with First Allied Securities, part of the Cetera network, is led by Kristopher Staples and Trevor Johnson. Office manager Rachael Johnson is also making the move.
Staples’ father, Art, founded the firm 45 years ago; Johnson joined the business in 2008.
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
