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.
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
