Bialke Financial Partners, which managed $150 million at Lincoln Financial Advisors in Virginia, Minnesota, has affiliated with LPL Financial’s broker-dealer and will use LPL as its custodian.
The firm will operate as the investment arm of the American Bank of the North and use Financial Resources Group Investment Services as its office of supervisory jurisdiction.
Founded in 1947, the Bialke team includes advisors Christopher Bialke, Dan Rabideaux, Jeremy Bateman and Alyssa Droste, and office manager Mercedeez Samson.
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
