Prime Capital Financial, a full-service RIA in Overland Park, Kansas, has announced a key promotion to lead one of its subsidiary companies.
On Tuesday, the $20 billion RIA announced the promotion of Annette VanderLinde as president of Liberty Wealth Advisors. VanderLinde, who established herself as a driving force within the company, will now oversee the firm’s comprehensive financial planning services.
Formerly known as Prime Capital Investment Advisors, Prime Capital Financial offers full-service financial planning, including fee-based asset management and wealth management. The firm operates 70 locations across the United States, with investment advisor representatives serving clients nationwide.
“Annette’s exceptional track record and dedication to client service make her the perfect fit for this role,” Glenn Spencer, chief executive officer of Prime Capital Financial, said in a statement.
“Her leadership has been pivotal in driving the growth and success of Liberty Wealth, and we are confident that under her guidance, the firm will continue to thrive and deliver outstanding value to our clients,” Spencer said.
Liberty Wealth Advisors, which operates with a distinctive remote advisor business model, offers clients nationwide access to financial guidance. The model, which VanderLinde has helped to advance, has been a key piece in enhancing the firm’s reach and accessibility.
"Our emphasis on quality staff and service is a cornerstone of our success," VanderLinde said.
The entirety of Liberty Wealth Advisors’ fleet of advisors holds the CFP designation, she said, which “[ensures] that our clients receive the highest standard of financial advice.”
Under VanderLinde’s leadership, Liberty Wealth Advisors has developed into a holistic financial planning services provider that offers retirement planning, estate management, and other staples of the comprehensive financial planning menu.
Her promotion coincides with the addition of a senior client service specialist, a move aimed at supporting Liberty Wealth Advisors’ growing client base and maintaining high-quality service standards.
“I am thrilled to take on this new role and continue the immensely rewarding task of helping clients achieve their financial goals, and I look forward to welcoming new clients to Liberty Wealth," Vanderlinde said.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
