The brokerage business of Aligne Wealth Preservation & Insurance Services, the Century City, California-based parent of registered investment adviser Aligne Wealth Advisors Investment Management, has affiliated with LPL Financial.
Aligne manages $300 million in advisory, brokerage and retirement plan assets and was formerly affiliated with MML Investors Services, LPL said in a press release Wednesday.
Ivan Illán formed Aligne in 2012. llán and his team offer investment and financial planning services that are specially designed to support business owners and retiring corporate executives.
Sharing a bullish outlook, fixed income strategists say they're "not terribly concerned" over a proposal to scrap the muni bond tax exemption.
The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability.
The state's order is a step in negotiating a potential fine with the firm.
The state's attorney general warned Goldman, JPMorgan, BlackRock, and other heavyweights of possible legal consequences to their diversity policies.
Financial advisors generally agree with a recent survey of economists that the odds of a recession in 2025 remain small.
AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors in the new year.
A trust delivery model not only increases the value of an advisor and a firm but is also a natural addition to any firm’s succession plan.
