Wealth Advisory Services, a Doylestown, Pennsylvania, hybrid practice overseeing $700 million in assets, has reaffiliated with LPL Financial after a five-year stint at Raymond James.
The practice, led by partners Paul Krumenacker and David Jenkins, was founded in 2003. It includes independent financial advisers Michael Sheehy and Scott Stencler, as well as two support members.
The team affiliated through Gladstone Wealth Partners, a large LPL office of supervisory jurisdiction.
Sitting between equity and insurance-like solutions, defined-outcome ETF strategies have matured as an alternative to staying in cash during choppy markets.
Orion CEO Natalie Wolfsen says artificial intelligence could double the number of Americans receiving financial advice as RIAs deploy AI to boost advisor productivity
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
New Morgan Stanley research shows retirement planning is a key area where advice is required.
ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
