First Legacy Wealth Management, a three-adviser team managing $400 million, has switched its broker-dealer affiliation and corporate registered investment adviser platform from Avantax Investment Services, part of Blucora, to LPL Financial.
The team, based in San Angelo and Big Spring, Texas, affiliated through JFC Advisor Network, a large LPL office of supervisory jurisdiction.
Advisers Dennis Reed, Lance Modawell and Steve Stone are supported by three assistants.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
