Three registered representatives, who collectively manage $345 million, have joined Linsco, LPL Financial’s employee-adviser unit.
Bob Trent, who managed $200 million at Wells Fargo Advisors, will open a Linsco office in Santa Rosa, California.
Gene Foley, who managed $85 million at Wells Fargo Advisors in Portland, Oregon, will work remotely from his home there.
Michael Markovich will join a new Linsco office in Denver, where he managed $60 million at Morgan Stanley.
Wealth management is a key focus for a new service tier.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
