A mother and son who manage $175 million in assets in Oak Brook, Illinois, have switched their broker-dealer affiliation and custodial platform to LPL Financial from American Portfolios Financial Services.
Theresa M. Hannon and Kevin Hannon operate as the Hannon Financial Group. They will use the services of Professional Wealth Advisors, a large office of supervisory jurisdiction for LPL.
Theresa Hannon has 36 years of experience, according to her BrokerCheck report, and had been affiliated with American Portfolios since 2010. Kevin Hannon has five years of experience, all with American Portfolios.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.