The Fox Alliance, an Austin, Texas-based hybrid firm managing $260 million, has switched its broker-dealer affiliation and corporate registered investment adviser and custodial platforms from First Allied to LPL Financial.
The Fox Alliance was founded in 1986 by Bill Fox, and it's currently led by Bill Fox, Holden Fox and Josh Renfro.
The team includes advisers Jim Baker, Laura Cooper and Max Clark, and nine support staff.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
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