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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
