IronBridge Wealth Counsel, whose eight advisers oversee $800 million from seven offices across the country, has switched affiliation from Lincoln Financial to SagePoint Financial, part of the Advisor Group.
IronBridge has offices in Austin, Texas; West Palm Beach, Florida; Scottsdale, Arizona; Farmington, New Mexico; Windsor, Connecticut; Chicago and Salt Lake City, Advisor Group said in a press release Thursday.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
