CenterPoint Wealth Advisors, a hybrid that manages $225 million and is based in Crownsville, Maryland, has switched its broker-dealer and registered investment adviser platforms to LPL. The firm, located just outside of Annapolis, had been affiliated with Wells Fargo Financial Advisors Network.
Glenn Drake and John Kinzer, who partnered in 2003 and have more than 60 years combined experience as advisers, were joined in the move by Rachel Waltjen, who directs operations and has worked with the team for more than 17 years.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
