LPL Financial said Thursday that Timothy Lanier, an advisor overseeing $300 million in assets, is joining the firm from Valic Financial Advisors, the broker-dealer for AIG Retirement Services.
Lanier had been affiliated with Valic since 2012 and started his career in 2009 at Edward Jones, according to his BrokerCheck report.
His firm, Lanier Wealth Management in Neptune Beach, Florida, focuses on serving doctors and health care executives.
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources.
A new SIFMA and KPMG study of more than 2,100 US investors finds satisfaction high, AI-only trust falling, and demand for human guidance growing across every generation.
Retail banks and private wealth firms scored 40 in Fitch's AI stress test, signaling possible one-notch downgrade risk under an adverse scenario.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
