Robert Allen, Marcel Morin and April Davis, who operate as Capstone Financial Partners in Glen Allen, Virginia, have changed their affiliation from Kestra Financial to LPL Financial.
The firm, founded by Allen in 2015, manages approximately $170 million in advisory and brokerage assets. The team includes Brad Gibson, a portfolio strategist, and Stephanie Young, a client services representative.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
NFP data shows an engagement gap is holding back retirement readiness despite high trust.
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
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
