Progressive Financial Concepts, a six-adviser team managing $450 million in Scottsdale, Arizona, has changed affiliations from Sagepoint Financial, which is part of Advisor Group, to LPL Financial.
Progressive has chosen to be overseen by The Wealth Consulting Group, an LPL office of supervisory jurisdiction.
The advisers making the change are Kory Budinger, Michael Apsell, Eric Black, Greg Morell, Stan Waldrop and Brian West. The advisers are supported by five administrative staff members.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
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
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
