Gena Barbato, Beth Woodward and Daniel Kundla, who managed $215 million at UBS Financial Services in Atlanta, have gone independent and affiliated with LPL Financial through Gladstone Wealth Partners, an office of supervisory jurisdiction.
The woman-led team, Platinum Wealth Management, is based in Atlanta’s Buckhead community. Barbato and Woodward have worked together since 2001 and merged their business 16 years ago. Kundla joined the team in 2016 as a college intern.
The firm's multiyear sponsorship agreements with Duke and Oregon athletics put it in front of a new generation of high-potential NIL earners.
The move follows earlier dealmaking and leadership changes as the Overland Park-based hybrid RIA builds toward a nonprofit-focused institutional platform.
From building multigenerational relationships to entering new adult planning areas and building healthy financial habits, higher education can be a gateway for advisors to become trusted partners to families.
The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
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
