The new firm, Twenty-Four Wealth Management, is based in New York City and Shelton, Conn., and is led by founders Anthony Truino, Michael J. Carbino and John Dougherty, and includes adviser Christopher Zapata.
In addition to affiliating with LPL’s broker-dealer and hybrid registered investment adviser platforms, the new firm will use Stratos Wealth Partners for operational and compliance support.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
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
