LPL Financial said Thursday that a team headed by advisors Eric Fenton and Rodney Wangler, which oversaw $300 million in assets at Securities America, which is part of Advisor Group, have joined LPL.
Their Vancouver, Washington-based firm, Fenton Wangler Financial, will be aligned with JFC Advisor Network.
The two advisors founded their firm in 2001.
In a statement, Fenton cited LPL’s technology as one of the factors behind their decision to join the firm. “LPL invests heavily in its innovative technology, which is critical to keep pace in this ever-changing environment,” he said.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
