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.
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.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
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
