Adviser partners John Gallagher and Mark Levin, who managed $2 billion at Morgan Stanley, have formed Maverick Partners Wealth Management and affiliated with LPL Financial through Gladstone Wealth Partners, one of the broker-dealer’s offices of supervisory jurisdiction.
Maverick also will use LPL’s corporate registered investment advisor platform and use LPL as its custodian.
The firm opened an office in Marlton, New Jersey, in the suburbs of Philadelphia, where they previously worked.
Executive holds regional roles in Asia but will add global responsibilities.
AI is no replacement for trusted financial advisors, but it can meaningfully enhance their capabilities as well as the systems they rely on.
Prudential's Jordan Toma is no "Finfluencer," but he is a registered financial advisor with four million social media followers and a message of overcoming personal struggles that's reached kids in 150 school across the US.
GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting tool for RIAs.
The Texas-based former advisor reportedly bilked clients out of millions of dollars, keeping them in the dark with doctored statements and a fake email domain.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.