Marc DeCicco and Tad M. Wilson, who managed $225 million at Wells Fargo Advisors, have formed North Bend Wealth Management, a hybrid based in Vienna, West Virginia.
The firm will use the broker-dealer and registered investment adviser platforms of LPL, as well as its custodial services, through LPL’s unit aimed at attracting breakaway wirehouse brokers.
DeCicco joined Wells Fargo Advisors in 1997; while, Wilson joined in 1994, according to BrokerCheck records.
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
