Brian Wall and Joe Nastasi, whose separate businesses at Wells Fargo Advisors Financial Network collectively manage $315 million, have affiliated with LPL.
Wall has spent 44 years as an adviser and producing branch manager. He went independent in 2012. Nastasi, trained as an engineer, worked at IBM before turning his hobby of investing into a career.
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With the move to LPL, the advisers will merge their independent offices in the Kansas City, Mo., metropolitan area.
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.
The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.
Report highlights lack of options for those faced with emergency expenses.
However, Raymond James has had success recruiting Commonwealth advisors.
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.
