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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
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
