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 deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
The giant broker dealer and RIA overseeing roughly $554 billion in AUA has appointed a Merrill and BofA alum to support advisor growth.
Firm's CEO is confident SEC can approve without legislation.
The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
