Eight advisers managing $260 million in brokerage and advisory assets, and working though Paradigm Wealth Partners, a Des Moines, Ia.-based office of supervisory jurisdiction run by Mike Sisco, have affiliated with LPL Financial.
Seven of the advisers — Sandra Larson, Steven Larson, Casey Larson, David Scott, Michael Lynch, Timothy Frey and Rick Yoder — were supervised by Mr. Sisco at Sagepoint Financial.
Another adviser, who was formerly affiliated with Ameriprise Financial, also joined the team.
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
