LPL Financial has gotten just a bit bigger in Texas as it welcomes a former Lincoln advisor to its ranks.
Tara Blair, a seasoned financial advisor previously affiliated with Lincoln Financial brings over 25 years of experience to her new role, reportedly managed some $215 million in assets across advisory, brokerage, and retirement plans.
Operating out of Fort Worth, Texas, Blair has a rich background in financial services, complemented by her early career in public accounting. She built up her wealth practice from scratch with a commitment to building meaningful relationships and providing a positive client experience,
Today, she focuses on delivering comprehensive financial strategies including estate, succession, investment and philanthropic planning at Sage Private Wealth Services, with a clientele that includes individuals, business owners and executives.
"We offer a total solution by accessing advanced professionals for a cross-disciplinary approach to wealth management," Blair said in a statement, emphasizing her team’s ability to “seamlessly design, implement and proactively manage comprehensive financial plans.”
Blair's decision to find a new partner in LPL was influenced by recent industry consolidations, according to the statement. Last week, Osaic said that it had completed its acquisition of Lincoln’s advisor business, worth an estimated $115 billion in assets, in a deal that was first unveiled in December.
She praised her new home firm for its robust support system. "LPL is a strong partner and Fortune 500 company that provides streamlined processes and innovative solutions for my business and clients," Blair noted.
She also highlighted the integrated technology that will enhance her clients’ experience by consolidating account information into a single platform.
Blair’s move to LPL comes on the heels of a former JPMorgan advisor joining the firm’s network by launching his own independent practice in California.
MyComplianceOffice's AI-assisted surveillance links employee chats on Slack and Telegram with prediction market trades as Wall Street tightens rules
Elsewhere, Raymond James absorbs a family-run practice from Commonwealth into its independent channel, while RBC welcomes a father-son tandem formerly from UBS.
Fuel-driven inflation drove the supersized adjustment, but advocates say retirees are still losing ground as trust fund insolvency nears.
State mandates and plan complexity are opening doors for financial advisors in the 401 market.
New LIMRA data reveal a stubborn advice gap that financial professionals are well-positioned to close.
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
