Retirement Planning Specialists, a hybrid investment advisory practice in Willow Grove, Pennsylvania, managing $200 million, has joined LaSalle St. Investment Advisors.
Retirement Planning Specialist founder and CEO Joe Sarappo, who has 32 years of experience, and the firm’s three other advisers — Christopher Sacco, James Cuorato and Kyle Jennings — will join LaSalle St. as investment adviser representatives.
As part of the transition, Retirement Planning Specialists has withdrawn its SEC registration, but will maintain its brand and independence.
Client accounts will continue to be custodied with Fidelity, and Sarappo and Sacco have affiliated with LaSalle St.’s broker-dealer to continue to serve a small number of brokerage accounts.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
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
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
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
