The brokerage business of Aligne Wealth Preservation & Insurance Services, the Century City, California-based parent of registered investment adviser Aligne Wealth Advisors Investment Management, has affiliated with LPL Financial.
Aligne manages $300 million in advisory, brokerage and retirement plan assets and was formerly affiliated with MML Investors Services, LPL said in a press release Wednesday.
Ivan Illán formed Aligne in 2012. llán and his team offer investment and financial planning services that are specially designed to support business owners and retiring corporate executives.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
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