Anthony “Tony” Frigoletto, whose team managed $500 million at Wells Fargo Advisors in Red Bank, New Jersey, has formed River’s Edge Wealth Partners, a hybrid advisory firm.
The firm will use the broker-dealer and registered investment advisory platforms of LPL Financial through LPL Strategic Wealth Services, a new unit that supports breakaway brokers with transition, operations and marketing assistance.
The River’s Edge team consists of Frigoletto, his wife and director of planning Nicole Adler-Frigoletto, adviser Jayeeta Choudhury and three support personnel.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
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
