Synergy Wealth Alliance, an office of supervisory jurisdiction managing $650 million in assets through 15 affiliated advisers, has switched platforms to LPL Financial from Cetera Financial Group.
Manager and financial adviser Christopher Bordner leads the team at Synergy, which is based in Maitland, Fla.
Mr. Bordner said his goal is to double the size of the firm every 36 months.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
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
