Stabler Wealth Management, a hybrid managing $300 million in Bellevue, Washington, has switched its affiliation from KMS Financial Services, part of Advisor Group, to LPL Financial. Stabler will use LPL’s broker-dealer and registered investment adviser platforms.
Todd Stabler founded the firm in 1989 and was joined in 2017 by Dave Mantell, a long-time family friend who had been a vice president of a portfolio management team at BlackRock.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as 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
