The retirement plan consulting practice of Gallagher, a large insurance and consulting firm, has switched its broker-dealer affiliation from Kestra to the Triad Advisors unit of Advisor Group.
At the end of last year, Gallagher Fiduciary Advisors, the hybrid’s registered investment adviser, had more than 90 advisers, managed $6.3 billion on a discretionary basis and served as a consultant on $76.1 billion in assets.
The hybrid is based in Elmhurst, Illinois.
Having led the division of enforcement since 2021, Grewal's tenure included record penalties against firms for securities-law violations.
Name for new business should consist of values, beliefs and "the why", advisors say
“It makes you wonder what’s next,” says one recruiter.
The leading non-profit and donor-advised fund sponsor cited exponential growth in giving, particularly among long-term philanthropic investors.
The latest development will add $5.9B to the Chicago-based powerhouse while extending its reach in Pennsylvania.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
