Andy Walker and Christian Covey, who managed $350 million at a practice affiliated with Commonwealth Financial, have launched their own firm, Walker Covey Wealth Advisors, and affiliated with LPL Financial.
The two, who are based in Orem, Utah, used LPL’s service package for breakaway brokers.
Walker has 18 years of experience, according to his IAPD profile. He had worked at Commonwealth since 2007, and started his career at Northwestern Mutual. Covey had worked at Commonwealth since 2019.
Rebecca McEntire will serve as director of client services for the new firm.
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.
