Evan Lereah, whose Red Bank, New Jersey-based Lereah Financial Group manages $400 million, has switched affiliation from Wells Fargo Advisors Financial Network to LPL Financial.
Lereah’s father started the practice more than 40 years ago and retired three years ago.
Most voters 50-plus in swing districts favor candidates backing a caregiver tax credit, as caregiving drains retirement savings
New F2 Strategy research finds more firms growing without M&A, yet one-third still lack a defined growth process.
Shadow AI, weak oversight, and no formal policy highlight why advisory firms are more exposed to cyber risk than they realize.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
