Chad Taylor, who managed $215 million at UBS, has formed an independent firm, Seapoint Wealth Advisors, and affiliated with LPL Financial.
Taylor, whose business is based in San Diego, California, is using a variety of services LPL provides for breakaway brokers, the company said in a release.
LIMRA data show record RILA demand as advisors lean on guaranteed income to calm anxious clients.
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.
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
