Kip Adams and his five-person team have switched affiliations to LPL Financial from Kestra Financial. The team manages $800 million, which includes retirement, advisory and brokerage assets.
The group, based in Fort Worth, Texas, serve as the retirement and private wealth leaders for Gus Bates Insurance & Investments, a division of Hub International Texas.
Adams has 15 years of experience and had been affiliated with Kestra since 2007, according to his BrokerCheck record.
The team includes advisers Blake Hiett and Spencer Stilwell, senior account manager Susan Blassingame and two additional staff members.
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
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
