Chris Albright, whose Astra Wealth Advisors manages $192 million in Clarks Green, Pennsylvania, has left Wells Fargo Financial Advisors Network, or FiNet, and affiliated with LPL Financial’s broker-dealer, RIA and custodial platforms.
He will partner with current LPL-affiliated adviser Kimberly Santarsiero, who will now operate under the Astra brand.
Albright has nearly 30 years of experience providing comprehensive investment planning and wealth management for high-net-worth families, businesses and institutions, LPL Financial said in a press release Tuesday.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
