Bodnar Financial Advisors, a Florham, New Jersey-based hybrid team managing $300 million, has switched its broker-dealer affiliation and registered investment adviser platform from Cambridge Investment Research to LPL Financial.
Founder John Bodnar and adviser Justin Esposito, along with three staff members, made the move.
Bodnar Financial develop financial strategies for major life events including marriage, kids, death, divorce, layoffs, retirement and downsizing, LPL Financial said in a press release Monday.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
Wealth management is a key focus for a new service tier.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
