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.
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.
