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.
The "Crypto Mom" departure leaves 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
