Lars Lambrecht, an adviser who managed $155 million at Ameriprise Financial Services, has rebranded his practice as Island Time Financial Services and affiliated with SagePoint Financial, part of Advisor Group.
Lambrecht and his two-person team are based in Rehoboth, Massachusetts, and specialize in serving those dealing with the financial issues surrounding divorce. He began his securities career in 1992 and was with Ameriprise for five years.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
