Digital family office Compound Planning has added another six advisors to its growing team, following the nine that joined in January.
The additions take the total recruited so far this year to 15, beating the 10 that it added in the whole of 2023. The firm was created from the merger of Compound and digital registered investment advisor Alternativ last year.
"I am thrilled to welcome six outstanding advisors to Compound Planning,” said Christian Haigh, co-Founder and CEO of Compound Planning. “We believe to deliver exceptional service to entrepreneurs, professionals, families, and retirees, we must blend the personal touch of a dedicated advisor with a beautiful digital experience. That requires not only building exceptional technology, it also requires recruiting exceptional talent.”
The new advisors are:
Compound Planning is aimed at high-net-worth clients with a blend of personalized advice and a digital platform.
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
New Morgan Stanley research shows retirement planning is a key area where advice is required.
ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.
Joel Frank allegedly sold more than $39 million worth of investments in the Equilus Funds to more than 90 investors.
The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.
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
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