Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.
Kalbaugh will work with the fast-growing wealth management firm's executive leadership on strategic planning.
Foundations Financial Partners in Doylestown, Pennsylvania, had been affiliated with Securian for 32 years.
Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.
As independent broker-dealers’ shift toward fee revenue continued last year, here are the firms that earned the most in fees.
Todd Rosel and Larry D. Smith oversee $310 million in assets and are combining their practices to form a new firm, Integrity Wealth Advisor Group.
Pittsburgh-based Clearview Federal Credit Unit has 117,000 members with more than $1.8 billion in assets.
Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.
At the end of April, The Retirement Planning Group had 14 advisors and 40 employees.
The independent broker-dealer is developing different channel strategies as part of its rebranding, and RIAs are a big part of that.
Miami-based Eva Marina Ovejero has more than two decades of experience.
Amy Lawrence is launching Gorilla Investments Co. in Miami.
Banks' interest is growing in the evolving technology of artificial intelligence and its likely impact on their business.
The trio will affiliate with Jericho, New York-based American Investment Planners, Cadaret Grant's largest branch.
Wexford-based Individual Financial Services, which oversees $400 million in assets, had left LPL for Cambridge in 2015.
Warren Anderson, who’s based in Littleton, Colorado, had been affiliated with Schwab since 1999.
New clients are essential to the growth of advisory firms. Here are the independent broker-dealers that added the most clients last year.
The upgrade reflects Advisor Group's declining leverage levels and higher net yields on cash sweep deposits, according to the rating agency.
In a Q&A, the Advisor Group CEO discusses what's involved in squeezing the giant operation under one broker-dealer roof and brand.
Since launching as a spinoff of Thrivent Financial in 2019, the platform has grown to $5 billion in client assets.
