A wealth management firm that managed more than $240 million in assets at Securities America has joined hybrid broker-dealer Arkadios Capital.
Patrick Lynch III and Steve J. Markey founded San Antonio, Texas-based WhiteStone Wealth Management in 2005. The firm works with more than 200 households.
“We found Arkadios Capital could deliver a more personalized, common-sense approach to our business while providing broader options and solutions for our clients,” Markey said in a release.
Markey has 26 years of experience, according to his BrokerCheck profile, and had been affiliated with Securities America since 2020, and with Investacorp from 2006 to 2020. Lynch has 35 years of experience.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
